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

Estate Planning Basics

Found 138 Articles.
Get access to 200 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

estate planning

Estate Planning Basics for Modern Families

February 1, 2014

Traditional estate plans don’t work well for many families these days. A traditional plan is for couples who are in their first and only marriage and have only kids from that marriage. Different plans, tools, and strategies might be needed for people with other life stories. Let’s start with planning for the single person. Many […]

estate planning

How to Make Your Estate Planning Personal

January 1, 2014

Your estate plan doesn’t have to be only a bunch of documents drafted by lawyers. While the legal documents are essential, they don’t have to be the complete pack-age. You can wrap it up  by adding some personal touches to the plan. This touch often enhances both the plan and your legacy. You also might […]

estate planning

Reviewing the Estate Planning Basics

June 1, 2013

Now, only the very wealthy have to worry about Estate Planning. That’s what many people believe after the latest estate tax law, and that belief could cause a lot of problems for them and their heirs. Estate planning is more than tax reduction. Estate planning ensures that your wealth is transferred to those you want […]

Stepping Up Estate Planning Tax Reduction Plans

April 1, 2013

Well-off readers and those on the path to wealth should step up their Estate Planning tax reduction plans. You have some breathing room since Congress passed the ?permanent? estate tax in January. But a number of tax reduction strategies still are at risk. Most people won’t be subject to the estate tax. But estate taxes […]

Estate Planning for Married Couples and the New Estate Tax

March 1, 2013

Uncertainty about the estate tax is resolved. You don’t have to worry about frequent shifts anymore. Now, it’s time to consider how the new rules affect your Estate Planning and revise your plan. You know that the lifetime estate and gift tax exemption is set at $5 million per person, indexed for inflation. For 2013 […]

Ensuring the Estate Planning Tax Exemption is Portable

March 1, 2013

Since 2010, it’s been easier for married couples to maximize the use of each spouse’s Estate Planning tax exemption. Estate planning professionals call this portability, though the word isn’t used in the tax law. It works like this. The estate of the first spouse to pass away is exempt from estate taxes up to $5.25 […]

estate planning

The Real Issues of Estate Planning

December 1, 2012

Estate Planning discussions often are mostly about wills, trusts, powers of attorney, and the different clauses and terms that could be contained in each. The point to all the strategies and technical discussions often is lost. That point, or points, should be the subject of the early discussions in the estate planning process, and it […]

Estate Planning

Why is the Power of Attorney an Essential Estate Planning Tool

November 1, 2012

Many people use the last part of the year to put their financial houses in order. Yet, one move many overlook is to create or revise their powers of attorney. You need more than one POA, and they are an essential part of every estate plan, regardless of the value of your estate. You should […]

Log In

Forgot Password