Retirement Articles
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Estate Planning Tip: The Advantages of Giving Gifts Now Instead of Later
Many people fall into the trap of believing that, since the estate and gift tax rates and credits are the same, it doesn’t matter whether you give property away during your lifetime or under your will. The fact is, if property is going to be subject to the federal wealth transfer taxes or you are […]
Free Estate Planning Basics Course – What to Know and Why
Estate planning can be challenging, but this free course on the basics of estate planning makes the process easier to understand. This free estate planning course is designed to educate people on the basics of estate planning. This free estate planning course breaks down the complex process of estate planning into smaller, more understandable parts. […]
What Is the Probate Process and Why Is It Important for Estate Planning?
A critical part of your estate plan should include probate. Probate can be an expensive and time-consuming process, depending on the state and other factors. The largest expenses some estates face are probate and its related costs. Fail to account for this in your estate plan and 3% to 5% or more of your estate […]
What Will and Estate Planning Documents and Estate Planning Forms Do You Need and Why Are They Important?
Estate planning is more important than ever. Estate planning is about seeing that your hard-earned wealth goes to those you want to have it, and in the most efficient way possible. Many people left their loved ones in difficult straits because they didn’t realize that, and many more are likely to do so in the […]
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Bob’s Journal for 12/19
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is almost certain to become a law by the end of this week. The SECURE Act rolled through the House of Representatives in May by a vote of 417-3. However, a few senators stalled the bill in the Senate, mostly because they objected that some […]
The Ultimate Will and Estate Planning Checklist and Basics Guide
The Ultimate Estate Planning Checklist and Basics Guide – Table of Contents Identifying Loved Ones Assets and Property Non-Financial Issues Legacy The Will Estate Planning Documents Estate Asset Identification and Tracking Health Care Directives Financial Power of Attorney IRA and Retirement Beneficiaries Avoiding Probate Living Trusts QTIP Trusts Spouse’s Estate Considerations Life Insurance Business Ownership […]
Estate Planning Basics: What is estate planning?
It is not avoiding taxes or probate. Estate planning is deciding how your wealth should be transferred to the next generation (or other heirs of your choice), then determining which legal tools to use to meet those goals. Only after establishing how you want the assets distributed do you consider ways to reduce taxes, to […]
Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan
One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]
