Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and update your heirs about your wealth transfer goals and the plan you have put in […]
Read More »Year End Estate Planning Tip #5 – Make Gifts that Your Family Will Love but the IRS Won’t Tax
Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making “annual exclusion” gifts, medical payments gifts, and educational gifts.
Read More »Year End Estate Planning Tip #4 – Check the Privacy of Your Estate Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final Wishes Become a Public Court Record?
Read More »Year End Estate Planning Tip #3 – Check Your Mental Disability Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is making sure their mental disability plan is up to date. Three Areas of Your Mental Disability […]
Read More »Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning. Do You Still Have “AB Trust” Planning in Your Estate Plan?
Read More »Year End Estate Planning Tip #2 – Check Your Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?
Read More »