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

Essential Estate Planning Strategies

Found 117 Articles.
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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 […]

simple-strategies-to-shield-assets

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 […]

bulletproof-estate-plan

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 […]

estate planning

Nuts & Bolts of Estate Planning

February 1, 2008

Most discussions of Estate Planning, including in this newsletter, focus on discrete topics and strategies. Once in a while, especially early in the year, it is good idea to step back and look at the broader picture. There are concepts and strategies common to every estate plan and estate owner. Use these concepts and strategies […]

Estate Planning

A Shrewd Look at the Power of Attorney

December 1, 2007

A Power of Attorney is an essential part of an estate plan. You know that from past visits. The POA ensures that someone can manage your estate when you are unable to. Bills can be paid; investments can be managed; and other actions can be taken. Having a document called a power of attorney does […]

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Marital Deduction – Dos and Don’ts

August 1, 2007

The marital deduction is perhaps the best-known estate tax reducer. It also is among the most misused planning devices. While powerful, the mari-tal deduction also can trigger higher taxes or other headaches. The marital deduction is straightforward. The estate executor totals the value of all assets owned by the deceased to arrive at the gross […]

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