5 minHow Can Life Insurance Be Used In Estate Planning?Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...
2 minBills to Repeal Stepped-Up BasisDiscussion of the potential loss of the step-up in basis and resulting planning strategies.
3 minHow Biden's New Proposed Tax Plan Affects Estate Planning Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.
2 minWhat Happens to My Mortgage When I Die? When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
5 minYou've Signed Your Trust, Now What?It is critical that your assets be properly integrated with your living trust. Here's how to do it.
3 minDiscussing Estate Planning Over Thanksgiving Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
3 minBeneficiary Designation Mistakes to AvoidMany people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
2 minEstate Planning for New ParentsEstate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
2 minWhat is an Irrevocable Life Insurance Trust?As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...
3 minNo Estate Taxes? You May Still Need Life InsuranceIncreases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...
3 minWhy Do I Need an Estate Plan?Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....
3 minSix Common Estate Planning Mistakes That You Can AvoidThe number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
2 minUsing Life Insurance in Estate PlanningI’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...