May 25, 2022 •
Estate Planning A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreNovember 24, 2021 •
Estate Planning Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Read MoreSeptember 16, 2021 •
Estate Planning If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
Read MoreJanuary 25, 2021 •
Estate Planning If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
Read MoreMarch 6, 2020 •
Estate Planning Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows.
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