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Estate Planning & Asset Protection
Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs
Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]
Digital Assets Estate Planning
What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.
Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions
As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?
Tax-Efficient Portfolio Management: Tips and Tricks for Investors
Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.
Multi-Generational Tax Strategy for High Net Worth Families
For high net worth families looking for a robust, multi-generational tax strategy, private placement insurance and variable annuity contracts are a viable solution.
Will President Trump Repeal the Estate Tax?
Will President Donald Trump repeal the Estate Tax? The truth is, thanks to the estate tax exemption, most Americans already experience a de facto repeal.
Estate Planning for Unmarried Couples
The law confers certain advantages or qualities on married couples. This is true in the arena of estate planning. None of these preferences necessarily extends to unmarried couples.
Informal Estate Planning: Non-Probate Property
Often, a deceased person’s property passes wholly outside of the terms of their Will. This is called “non-probate” property because it does not have to go through the probate process at your death.
Treasury Department Proposes Limit on Use of Valuation Discounts in Estate Planning
The proposed Treasury regulations would ignore restrictions imposed by state law or by agreement. This would burden the ability of a family business owner to control and enjoy their estate planning protections.
Do I Need an Estate Plan?
Estate planning can be an emotional process. People simply don’t enjoy thinking about what will happen to their loved ones, pets and property at their death. One way to overcome the emotional obstacle to estate planning is to consider the problems that can be solved with a solid estate plan.