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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
Read MoreApril 30, 2020 •
Estate Planning ![]()
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
Read MoreApril 29, 2020 •
Estate Planning ![]()
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
Read MoreApril 28, 2020 •
Estate Planning ![]()
Amanda Bynes recently revealed that she is pregnant and now Us Weekly reports that her conservatorship may impact the custody of her baby.
Read MoreApril 24, 2020 •
Estate Planning ![]()
In a national telephonic press conference today by attorney Lanny Davis, a legal representative for Walt Disney’s grandson Bradford D. Lund, the announcement was made of another count added to their previously filed U.S. Civil Rights Act complaint against Superior Court Judge David J. Cowan and the entire Los Angeles County Superior Court.
Read MoreApril 23, 2020 •
Estate Planning ![]()
If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
Read MoreApril 16, 2020 •
Estate Planning 
Estate planning attorneys are getting mobbed with questions. Here is some timely advice from three attorneys on what families and business owners should be doing to prepare, in case the unimaginable happens.
Read MoreApril 14, 2020 •
Estate Planning 
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
Read MoreApril 13, 2020 •
Estate Planning 
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
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