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

Estate Planning Checklists

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Can Your Children Answer These 8 Estate Planning Questions?

February 25, 2019

Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate planning failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. So to ensure […]

estate planning

How to Create an Estate Planning Strategy in 8 Steps – Part 2

September 15, 2017

Last week, we began our 8-point estate planning checklist, including how to handle your will, and avoiding probate. Today we’ll complete the checklist, starting with… Powers of attorney. You need these documents before you have a will, because you’re likely to become disabled or need help managing affairs before you pass away. There are two […]

Estate Planning

Should You Put Your Estate Planning Strategy On Hold? (8-Point Checklist)

September 8, 2017

Tax reform proposals are slowly being developed in Congress, including changes in the estate tax. People are asking, “Should I delay my estate planning until the new law is clear?” We’ve been down this road before, and the answer is: You shouldn’t delay. Congress is looking at changing only the federal estate and gift taxes, […]

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Four Overlooked Estate Planning Moves

July 1, 2007

Most estate planning discussions involve big picture issues, such as trusts, gifts, and how to handle a business. Too often, however, the success or failure of a plan depends on small details that seem unimportant. Shortchanging these issues could mean shortchanging your heirs. Carefully consider all of your non-probate assets. They avoid the probate process, […]

estate planning

Four Estate Planning Mistakes to Avoid

January 1, 2007

Estate planning and tax reduction will be returning to the front burner for many people. Congress was unable to pass a permanent estate tax reduction in 2006, and the makeup of the new Congress makes permanent repeal of the estate tax unlikely. Any permanent change in the estate tax exclusion could be less generous than […]

estate planning

Eight Key Estate Planning Questions

July 1, 2005

Estate planning is not about reducing estate taxes. That always was the case, but few people realized the importance of the non-tax factors until the 2001 tax law began the phase out of the estate tax. Every estate plan, regardless of the estate’s size, needs to address certain issues. Ignore these issues, and your heirs […]

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