Unresolved questions about the future of estate tax rates, exemptions, and the tax basis of assets can make estate planning challenging.
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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.
Dividing the Family Pie
When considering how best to divide your assets, you may believe a policy of “share and share alike” is the best solution.
Why Plan Your Estate?
Regardless of your level of wealth and the ultimate tax consequences of your estate, solidifying the future of your family is probably high on your list of priorities.
Understanding the Estate Planning Process
The careful planning of an estate requires a great deal of expertise.
The ABC’s of Estate Planning
Estate planning is important for everyone, regardless of income level or net worth.
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.
Solidify Your Future: Use Advance Directives
Today, managing your financial well-being often includes the potential need for long-term health care.
Revisiting Elder Care Issues
Plans that were made at age 65 often require a second look once seniors reach their eighties and nineties.