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Don’t Miss Out on Estate Planning Opportunities

December 12, 2022

People often overlook critical steps when they are doing their estate planning.

Estate Planning

Unequal Inheritances: What Happens Behind-the-Scenes?

December 9, 2022

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

Estate Planning

Estate Planning for Different Ages and Stages of Life

December 7, 2022

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.

Estate Planning

5 Major Missteps in Your Estate Planning

December 5, 2022

It goes without saying that everyone should have an estate plan.

Estate Planning

6 Steps to Prevent Family Fights over Inheritance

December 2, 2022

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.

Estate Planning

Ways to Transfer Home to Your Children

November 30, 2022

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

Estate Planning

Protect Your Elderly Parents with Estate Planning

November 28, 2022

As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.

Estate Planning

Some Assets are Better Left Outside of Will

November 25, 2022

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.

Estate Planning

Your Estate Plan Could Be a Disaster

November 23, 2022

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.

Estate Planning

Inheritance Talk: What Do Your Kids Want to Get?

November 21, 2022

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.

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