estate planning
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Latest
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The Three Basic Components of a Good Estate Plan
Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.
By Jason “JB” Beckett Published
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
By John M. Goralka Published
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Great Wealth Transfer: How Families Can Get on the Same Page
Communication and planning are key to ensure parents and kids are clear about the assets being transferred and how they’ll be used for future generations.
By Kelley Wolfington, CTFA Published
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Four Estate Planning Steps to Promote Peace in Blended Families
The unique dynamics involved when a family includes biological children, ex-spouses and stepchildren mean it’s even more important to communicate and plan.
By Justin Stivers, Esq. Published
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What Happens if You Die Without a Will?
An elder law attorney explains the importance of a last will and testament, beneficiary designations and other critical estate planning issues.
By Patrick M. Simasko, J.D. Published
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
By Andrew Rosen, CFP®, CEP Published
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Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
By Allison L. Lee, Esq. Published
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published