The Benefits of a Good Estate Plan
November 11, 2022
Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.
Major Blunders in Estate Planning
November 10, 2022
It goes without saying that everyone should have an estate plan.
What Happens When Inheritances are Unequal?
November 8, 2022
Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
Should I Look at I-Bonds for My Estate Plan?
November 4, 2022
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
Are You Ready for 2026?
November 3, 2022
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
What Is Upstream Planning?
October 31, 2022
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
Top 10 Success Tips for Estate Planning
October 27, 2022
Estate planning is one of the most important steps you can take for yourself and your loved ones.
Estate Planning Considerations for Minor Children
October 25, 2022
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
Vets May See a Big COLA Jump Next Year
October 21, 2022
Veterans could see their benefits boosted by the biggest margin in four decades after Congress on Thursday finalized plans to guarantee that veterans’ checks see the same cost-of-living boost as Social Security payouts.
How Does Probate Court Work?
October 20, 2022
Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.