If you are just starting out on your estate planning journey, here are a few things you need to know about starting and managing your plan.
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Navigating Intellectual Property Rights
In the age of the internet, estates just aren’t as tangible as they used to be. The wrong methodology might saddle your loved ones with quite a tax burden.
Benefit Trade-Offs in Property Titling
Each form of property ownership has specific implications, and, when assessing a method, the benefits gained must be balanced against the benefits lost.
Is Estate Planning Still Necessary?
Unresolved questions about the future of estate tax rates, exemptions, and the tax basis of assets can make estate planning challenging.
Filling in the Picture about Your Financial and Personal Affairs
It is so important for parents to inform their grown children about their financial and personal affairs.
Estate Planning Challenges for Unmarried Couples
For unmarried partners, more creative estate planning strategies will be the key to counteracting restrictions by laws that favor legally married couples.
Ten Common Estate Planning Mistakes
Early and thorough planning can help you avoid these common mistakes, meet your financial goals, and leave a lasting legacy for your loved ones.
What Property is Included in Your Estate?
The actual task of determining what is includable in your gross estate often requires in-depth analysis by a qualified professional.
Like-Kind Exchanges: Still a Viable Tax Shelter
Are you holding onto appreciated property or real estate because you fear a large capital gains tax bill upon the property’s disposal? Don’t let fear paralyze you.
Benefit Trade-Offs in Property Titling
When it comes to property, many couples are unaware of the alternative methods of titling, as well as some of the trade-offs involved in selecting a particular form of holding property.