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Blog Posts in Estate Planning

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  • Estate Planning for Singles: Current Tax Rules May Dictate Changes
    Estate Planning for Singles: Current Tax Rules May Dictate Changes

    Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: What is ...

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  • Estate Planning for Personal Property: Why You Should Sweat the Small Stuff
    Estate Planning for Personal Property: Why You Should Sweat the Small Stuff

    When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it's also important to "sweat the small stuff" — tangible ...

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  • Give Away Your Potential Tax Liability
    Give Away Your Potential Tax Liability

    You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...

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  • What Will Happen to a Special Needs Child Without a Solid Estate Plan?
    What Will Happen to a Special Needs Child Without a Solid Estate Plan?

    Estate planning is always important — but it takes on even greater importance if you have a special needs child who is not expected to be financially independent. The parents of children with autism, ...

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  • Key Tax Issues to Consider When You Lose a Loved One
    Key Tax Issues to Consider When You Lose a Loved One

    When your loved one dies, taxes may not be your first concern. But the IRS requires family members (or executors) to address unfamiliar and sometimes overwhelming tax considerations during this ...

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  • Retirement Accounts and Your Estate Plan
    Retirement Accounts and Your Estate Plan

    Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. ...

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