August 21, 2020 •
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If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
Read MoreAugust 20, 2020 •
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Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
Read MoreAugust 19, 2020 •
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If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreAugust 18, 2020 •
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Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
Read MoreAugust 17, 2020 •
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Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 14, 2020 •
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All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
Read MoreAugust 13, 2020 •
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Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
Read MoreAugust 12, 2020 •
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While some celebrities have mustered up a fortune of their own - whether it be through their acting careers or foray into creating signature perfumes - some of Hollywood's biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.
Read MoreAugust 11, 2020 •
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Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
Read MoreAugust 10, 2020 •
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If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
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