December 21, 2021 •
Estate Planning 
Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?
Read MoreDecember 6, 2021 •
Estate Planning 
Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
Read MoreNovember 10, 2021 •
Estate Planning 
Inherited assets come with benefits, along with some burdens, so how can I help my children?
Read MoreNovember 2, 2021 •
Estate Planning 
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
Read MoreOctober 27, 2021 •
Estate Planning 
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.
Read MoreSeptember 9, 2021 •
Estate Planning ![]()
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
Read MoreJuly 21, 2021 •
Estate Planning ![]()
College savings accounts, known as the 529 Plan, can be confusing. Parents know that they have tax incentives. However, what exactly are those benefits? Which investment options make the most sense? Which costs are covered, and which aren’t? Many parents don’t care if they have so many questions. Here are answers to frequently asked questions about the 529 plan to help get rid of some of the fog.
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