Tag: Heirs

We Want to Draft Your Legacy

How Do I Plan for Taxes after Death?

June 16, 2022
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
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The Most Common Estate Planning Mistakes

June 7, 2022
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
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Can You Inherit a House with a Mortgage?

May 18, 2022
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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Should I Have a Roth IRA?

May 16, 2022
Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.
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What Can I Do Instead of a Stretch IRA?

March 31, 2022
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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Do You Have to Pay Taxes on Inherited IRAs?

March 21, 2022
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
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Is a Bypass Trust Necessary?

March 17, 2022
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
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Do You Have to Go through Probate When Someone Dies?

February 21, 2022
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
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Storing Passwords in Case of Death

February 11, 2022
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
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What Is Considered an Asset in an Estate?

January 25, 2022
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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