Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Essential Estate Planning Strategies

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Estate Planning Tax Tricks, Traps for Married Couples

April 3, 2016

Too many married couples are making a big mistake. They believe current estate tax law exempts them from having to plan or consider estate taxes in their plans. That misunderstanding could lead to problems. While the estate tax law enacted in early 2013 has many benefits, you need to know how to maximize them. Two […]

How to Build the Complete Estate Planning Strategy

April 3, 2016

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

Estate Planning

Estate Plan Building Blocks

January 1, 2009

Many people have procrastinated about Estate Planning. They delayed making or updating plans because of uncertainty over the tax law or turmoil in asset values. People naturally procrastinate because estate planning is complicated and full of unfamiliar terms and concepts. Most of you will have or at least consider the same basic tools and strategies […]

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Why Most Estate Plans Fail

October 1, 2008

A large percentage of estate plans fail to achieve one or more of their goals, and many of them fail for a surprising reason. In past visits we discussed the ways trustees, heirs, changed circumstances, and new laws upend estate plans. What we have not discussed is the most surprising and perhaps most frequent reason […]

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Simple Strategies to Shield Assets

June 1, 2008

Lawsuits, accidents, and other unexpected events can put personal assets at risk of loss. Many people seek ways to protect their assets from lawsuits and creditors. While there are expensive asset protection packages offered by various finance professionals, there are much simpler ways to protect most assets that should be implemented before considering the more […]

housing-slump-helps-estate-planning

Housing Slump Can Help Your Estate Planning

April 1, 2008

A market drop often creates opportunities in Estate Planning. The ongoing decline in housing prices creates such an opportunity. Estate and gift taxes are imposed on the value of property. It follows that a decline in market value means property can be transferred at a lower cost. Those who own estates worth more than $2 […]

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Bullet Proofing Your Estate Plan

April 1, 2008

Few events disrupt an estate plan and family harmony more than a will contest or other challenge to the plan. The specific challenges might not be predictable, because they often are triggered more by emotions than finances. But the risk of a contest almost always is present, and estate owners should know that they can […]

estate planning

Estate Planning for Singles (with and without Kids)

March 1, 2008

A perusal of Estate Planning literature gives the impression that every senior in America is part of a married couple with two or more kids. We know that is not true, and those who do not fit the profile need estate planning guidance at least as much as the stereotypical couple does. Unmarried estate planning […]

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