Why Gen Z Needs to Pay Attention to Estate Planning
October 21, 2024
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
Why Your Will Is Just One Part of an Estate Plan
November 1, 2023
Those beneficiary forms you filled out years ago can supersede your other estate plans.
How Do I Maximize My IRA?
July 13, 2022
Use these suggestions to boost the balance in your retirement nest egg.
Do I Need an Estate Plan If I’m 25?
June 28, 2022
As soon as you are an adult, you should have an estate plan in place.
How Do IRAs and 401(k)s Fit into Estate Planning?
June 24, 2022
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
Will Moving to a New State Impact My Estate Planning?
February 4, 2022
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
When Do I Need to Review Will?
February 3, 2022
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
Can I Avoid Taxes when I Inherit?
January 5, 2022
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.
Have You Considered Estate Planning for Fido?
August 2, 2021
Whether referred to as companion animals, service animals or simply as pets, they play an important part in the lives of many. Owners can use estate planning tools to ensure their pets continue to receive proper care, if the owner becomes incapacitated or dies.
Tackling Estate Plan Quarter by Quarter
June 4, 2021
Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.