April 24, 2024 Watch Out for “Income In Respect Of A Decedent” Issues Property you inherit generally isn’t included in income for tax purposes. However, there are certain items that may have to … Read More
April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth … Read More
April 16, 2024 Look It Up: A Glossary Of Key Estate Planning Terms There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference. Read More
April 4, 2024 A Living Will Is An Important Addition To Your Overall Estate Plan A living will specifies what should occur and who should make medical decisions if you become seriously ill and unable … Read More
April 4, 2024 Consider Appointing A Trust Protector If One Isn’t Enough The powers you grant to a trust protector largely depends on the nature of your estate plan, your family’s situation, … Read More
March 21, 2024 Don’t Skip Out On Planning For The GST Tax Are you looking for a quick refresher on the generation-skipping transfer tax? We’ve got you covered. Contact us with questions … Read More
March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More
March 17, 2024 Beware Of A Stealth Tax On Social Security Benefits Many retirees are surprised to find out that some of their Social Security benefits are hit with federal income tax. … Read More
March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their … Read More
March 4, 2024 April 15 Is The Deadline To File A Gift Tax Return Whether you need to file a gift tax return depends largely on the circumstances surrounding the gift. Read More
February 27, 2024 New Option For Unused Funds In A 529 College Savings Plan It’s not unusual for parents to end up with unused funds in their children’s 529 college savings plans. There’s a … Read More
February 22, 2024 Take Care Of A Loved One With A Special Needs Trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More
