December 21, 2023 Where Should You Keep Your Estate Planning Documents? A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More
December 11, 2023 Use the Annual Gift Tax Exclusion to The Max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More
November 30, 2023 Higher Interest Rates Spark Interest In Charitable Remainder Trusts Charitable remainder trusts can be especially effective in a high-interest-rate environment, such as right now. Find out why. Read More
November 28, 2023 Naming A Guardian Is Critical For Parents Of Young Children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More
November 17, 2023 Have You Made And Communicated Your Funeral Arrangements? Making formal funeral arrangements in advance can ease the burden on your family after your death. Read More
November 16, 2023 11 Exceptions To The 10% Penalty Tax On Early IRA Withdrawals If you need cash, you may want to tap your traditional IRA. But if you’re not yet 59½, you may … Read More
November 16, 2023 The 2024 Cost-of-Living Adjustment Numbers Have Been Released Take these 2024 cost-of-living adjustments into consideration as you work on your year-end tax planning. Read More
November 9, 2023 Take Action Now To Reduce Your 2023 Income Tax Bill Concerned about your 2023 tax liability? Consider these year-end tax planning strategies. Read More
November 9, 2023 Consider Providing The Power To Remove A Trustee Removing a trustee can be difficult. However, there are ways to make it easier without giving too much power to … Read More
November 6, 2023 Estate Planning: A Living Trust And A Pour-Over Will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward … Read More
November 1, 2023 Contributing To Your Employer’s 401(k) Plan: How It Works Does your employer offer a 401(k) plan, but you haven’t started participating? Here are the basic features of these plans … Read More
October 26, 2023 Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy. Read More
