May 28, 2021 •
Estate Planning ![]()
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
Read MoreMay 27, 2021 •
Estate Planning ![]()
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Read MoreMay 26, 2021 •
Estate Planning ![]()
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Read MoreMay 25, 2021 •
Estate Planning ![]()
Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
Read MoreMay 24, 2021 •
Estate Planning ![]()
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
Read MoreMay 21, 2021 •
Estate Planning ![]()
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Read MoreMay 17, 2021 •
Estate Planning 
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Read MoreMay 14, 2021 •
Estate Planning ![]()
Estate planning isn't just about hard assets anymore. Who will read your email when you die?
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