August 9, 2021 •
Estate Planning ![]()
Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
Read MoreAugust 6, 2021 •
Estate Planning ![]()
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
Read MoreAugust 5, 2021 •
Estate Planning ![]()
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
Read MoreAugust 4, 2021 •
Estate Planning ![]()
In general, a last will and testament is an easy and straightforward way to state who gets what when you die and name a guardian for your minor children.
Read MoreAugust 3, 2021 •
Estate Planning 
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
Read MoreAugust 3, 2021 •
Estate Planning ![]()
The death of a family member or loved one is a tragic experience for many. While grieving, it is especially stressful because of the funeral planning and estate planning the immediate family will have to take care of.
Read MoreAugust 2, 2021 •
Estate Planning ![]()
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
Read MoreJuly 31, 2021 •
Estate Planning 
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read MoreJuly 30, 2021 •
Estate Planning ![]()
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
Read MoreJuly 29, 2021 •
Estate Planning ![]()
President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
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