March 11, 2021 •
Estate Planning ![]()
There's plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
Read MoreMarch 2, 2021 •
Estate Planning ![]()
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Read MoreMarch 1, 2021 •
Estate Planning ![]()
Estate planning can help you pass on assets to your heirs, while potentially minimizing taxes. When gifting assets, it’s important to consider when and how the generation-skipping tax transfer (GSTT) may apply.
Read MoreFebruary 26, 2021 •
Estate Planning ![]()
When a house is sold, the seller is responsible for paying tax on the profit in the year of the sale.
Read MoreFebruary 10, 2021 •
Estate Planning ![]()
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
Read MoreFebruary 9, 2021 •
Estate Planning ![]()
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
Read MoreFebruary 8, 2021 •
Estate Planning ![]()
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Read MoreFebruary 4, 2021 •
Estate Planning ![]()
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
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