Wealth Management Archives | Page 4 of 19 | SD Mayer

Facing a future emergency? Two new tax provisions may soon provide relief

October 25, 2023

Facing a Future Emergency? Two New Tax Provisions May Soon Provide Relief

Starting next year, employers with certain retirement plans can allow staff members to contribute to pension-linked emergency savings accounts. Here’s …

Keeping a trust a secret may not achieve the outcome you’d expect

October 19, 2023

A Secret Trust May Not Achieve What You’d Expect

Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an …

Payable-on-death accounts require careful coordination with your estate plan

October 13, 2023

Payable-On-Death Accounts Require Careful Coordination with Your Estate Plan

If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. …

A refresher on the trust fund recovery penalty for business owners and executives

October 13, 2023

A Refresher on the Trust Fund Recovery Penalty

Business owners, their leadership teams and even advisors may be held liable under the trust fund recovery penalty rules. Here’s …

Are you considering moving to a new state to minimize estate tax?

October 9, 2023

Are You Considering Moving To Minimize Estate Tax?

Moving to another state could reduce or eliminate state-level estate tax, but certain steps must be taken.

Reasons why naming a family member your executor might not be a good idea

October 2, 2023

Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea

Your choice of a family member to be your estate’s executor may not be the best option.

An art collection is a special asset to account for in an estate plan

September 22, 2023

An Art Collection is a Special Asset to Account for in an Estate Plan

You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.

What are the pros and cons of custodial accounts for minors?

September 15, 2023

What Are The Pros And Cons Of Custodial Accounts For Minors?

If you are looking for a tax-efficient vehicle to save for your child’s higher education costs or for other expenses, …

QTIP trust: Strange name, powerful trust

September 8, 2023

QTIP Trust: Strange Name, Powerful Trust

Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance …

Did your spouse’s estate make a portability election? If not, there may still be time

August 31, 2023

Did Your Spouse’s Estate Make A Portability Election?

Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made.

Life insurance can be a powerful estate planning tool for nontaxable estates

August 25, 2023

Life Insurance Can Be A Powerful Estate Planning Tool

If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance …

Avoiding probate: How to do it (and why)

August 22, 2023

Avoiding Probate: How To Do It (And Why)

Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here …

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