Estate Planning for Singles

Found 4 Articles.

survival-guide-for-family-limited-partnerships

Estate Planning for the Growing Unmarried and Single Population

July 20, 2020

In last week’s edition of Retirement Watch Weekly, I presented Estate Planning for “Modern Families.” There’s a lot more ground to cover, so let’s dive right back in – starting with estate tax implications for single people. Under the estate and gift tax, singles do not have the advantage of the marital deduction. An unmarried […]

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 […]

singles-need-estate-plans

Singles Need Estate Planning

October 1, 2004

Estate Planning discussions often assume that a married couple is involved. We all know that frequently isn’t the case. People can be widowed, and the divorce rate among older Americans is rising. The Census Bureau reports a doubling since 1989 of the number of older couples living together without being married. A single person ? […]

estate planning

Estate Planning For Singles

May 1, 1999

Not everyone who puts together an estate plan is married. In fact, more and more estates are those of single people. A single person has Estate Planning considerations different from those of a married couple and actually might require more planning. Because the unique planning concerns of singles rarely are discussed, singles often make key […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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