How to Create a Caregiver Contract
August 14, 2024
Creating a caregiver contract provides clarity, ensures fair compensation and helps with Medicaid planning, making it a vital step for families caring for elderly parents.
What are Risks of a DIY Estate Plan?
August 9, 2024
Estate planning is critical in protecting your assets and ensuring that your loved ones are cared for after you pass away.
Should You Consider Planned Giving?
July 19, 2024
Givers are optimistic by nature—they believe that through donations and other charitable activities, they will beget change, even if the result is not immediate or tangible.
What Happens If You Inherit a Parent’s House?
June 21, 2024
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
Crafting Your Legacy: Exploring the Charitable Remainder Trust as a Stretch IRA Alternative
June 12, 2024
The Stretch IRA isn’t what it used to be. However, a Charitable Remainder Trust could be the right way to secure your family’s future.
Estate Planning Checklist to Keep You Focused
June 11, 2024
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
Estate Planning and Your Second Home: What Should You Know?
June 10, 2024
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
Elvis Presley’s Estate Planning Mistakes: Lessons for Us All
June 5, 2024
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Does Your Retirement Plan Include Moving to a Lower Tax State?
May 30, 2024
Tax and estate planners say they’ve seen an increase in residency audits in recent years.
Prepare Now for Coming Changes to Estate Taxes
May 28, 2024
On Jan. 1, 2026, the federal basic exclusion amount (the amount an individual can pass free of transfer tax during life and upon death) decreases to roughly half of what it is today.