Estate Planning Strategies

Found 73 Articles.

Helping Your Executor Fulfill Your Estate Planning Strategy

March 1, 2016

Too many estate planning strategies ignore one of the keys to their success. An important driver of a plan’s outcome is the job performed by your executor or administrator. You appoint this person, or several persons in your estate planing strategy, but you won’t be around to oversee or guide. Yet, there are steps you […]

Estate Planning

How Interest Rates Affect Your Estate Planning

March 1, 2016

Interest rates were expected to rise the last couple of years. Instead, rates declined. They declined again to open 2016. Interest rate changes matter to your estate plan. Some strategies are better when rates are low and others when rates are higher. Especially when your estate might be taxable or you don’t want to shelter […]

estate planning

Buildng the Complete Estate Planning Strategy

May 1, 2015

Many people think they have estate planing strategies but really don’t. I’m not talking about the many people who haven’t done any estate planning and don’t have even a basic will. I’m talking about people who have taken action on their estate planning and yet have plans that are woefully incomplete. There is more to […]

estate planning

Learning Estate Planning Strategies from “Tony Soprano”

September 1, 2013

The passing of actor James Gandolfini, best known as Tony Soprano in The Sopranos, received a lot of publicity. Not all the publicity was in the entertainment or celebrity media. Financial and legal media pounced on Gandolfini’s will, generating a lot of commentary from lawyers and Estate Planning specialists, little of it positive. Gandolfini’s estate […]

estate planning

Estate Planning Strategies for Asset Ownership

September 1, 2012

When your estate planning aims to help a grandchild financially, especially for college, an important question is: Who should own the assets? In fact, answering this question can be harder than determining how much money you should set aside and how it should be invested. Deciding who should own the property means looking at several […]

estate planning

Low-Cost Estate Planning Strategies to Help the Family

May 1, 2012

You don’t need a lot of wealth to develop a simple Estate Planning Strategy that helps your loved ones. You also don’t need large gifts or other transfers as part of good estate planning. Estate planning strategies aren’t only for the very wealthy, and your loved ones don’t have to wait to benefit from your […]

estate planning

Good Estate Planning Is Not All About the Money

April 1, 2012

Estate Planning isn’t all about the money. At least, it’s not if you want the plan to be successful. Long-time readers know I’ve been saying for years that estate planning isn’t all about taxes. You need an estate plan even when the estate isn’t likely to be hit with federal estate taxes. You also need […]

Estate Planning

Estate Planning Tips for Surviving Spouses

January 1, 2012

Life can be difficult and complicated for surviving spouses. Contending with some financial rules and procedures in addition to everything else can amount to piling on. Yet, widows and widowers need to make key decisions about their finances, and some decisions need to be made within deadlines. Social Security, IRAs, employer retirement plans, and investments […]

September 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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