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

Estate Planning

Trained as a lawyer and CPA, Bob Carlson shares his original estate planning research on the pages of Retirement Watch.

Found 261 Articles.
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7 “Action Steps” Missing from your Estate Planning Strategy: Part 2

October 5, 2018

No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]

The 7 “Action Steps” Missing from Your Estate Planning Strategy

September 27, 2018

Most people, especially those with at least modest wealth, have engaged in some estate planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]

The Charitable Remainder Trust: How to Protect & Stretch Your IRA

September 19, 2018

The number of people naming charitable trusts as IRA beneficiaries is climbing, and for good reasons. Typically, IRA beneficiaries are individuals, often the surviving spouse or the adult children of the owner. The goal often is to create a Stretch IRA, with the beneficiary taking only required minimum distributions (RMDs) each year so the tax-deferred […]

How to Incorporate a “Portfolio Transition” in your Estate Plan

August 31, 2018

Have you ever considered how your investment portfolio and other assets will be managed in the future? Odds are — after you’re no longer managing the assets — nothing good is going to happen. Now that may sound awfully negative… but I’ve discovered that too many people neglect to include an investment portfolio transition in […]

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The “Financial Emergency Kit” Every Estate Needs (Part 2)

August 10, 2018

In Part 1 of this article I talked about the importance of having a Financial Emergency Kit, along with a few of its essential elements. So this week, let’s continue the discussion and review the other important elements that make up your Financial Emergency Kit, starting with: A letter of instruction, which can be valuable […]

The Financial Emergency Kit: How to Build a Complete Estate Plan

August 3, 2018

Many people think they have estate plans… but oftentimes it turns out they really don’t. I’m not talking about those who haven’t done any planning and don’t even have a basic will. I’m talking about people who have taken action on their estate plans — and yet have plans that are woefully incomplete. You see, […]

Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

How to Manage Your Estate Plan without Wills & Trusts

July 13, 2018

You might be surprised to learn that many estate planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

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