Perhaps you are among a minority of Americans who have been proactive about estate planning. The idea got into your head years ago, and you decided to create a [Read More]
Refusing an Inheritance
The trigger event is certainly not a cause for celebration, but most people are grateful when they find out that they are going to receive inheritances. However, there are certain circumstances under which you may want to refuse an inheritance. You are not forced by law to accept an inheritance. Let’s say that you have … [Read More]
Attend One of Our December Estate Planning Seminars
Statistics indicate that most adults don’t have all the proper estate planning documents firmly in place. This is disturbing because estate planning is a must for all responsible adults. One of the reasons why people never put an initial plan in place is because they don’t know enough about it. They just assume that their … [Read More]
Unified Credit Increased for 2014
The [Read More]
How Do You Protect Assets?
There are various different objectives that you may have when you are planning your estate. The exact way that you ultimately proceed is going to depend on the specific nature of your circumstances. With this in mind, some people are concerned about asset protection. You want to be sure that the assets that you have … [Read More]
GRAT Can Be Good Gamble
There are various different acronyms that are used in estate planning, and they oftentimes shorten rather wordy names for certain types of trusts. We like to highlight one of these from time to time, and in this post we will look at the GRAT or [Read More]
The Problems With Joint Ownership
There are always those looking for a quick fix, and more often than not they wind up being penny wise and pound foolish. This certainly comes into play when it comes to [Read More]
How Can I Leave My Estate to My Spouse Tax-Free?
In the United States we have a federal estate tax. There is a federal estate tax credit or exclusion. Only the portion of your estate that exceeds the credit or exclusion would be taxable. If your estate’s value does not exceed this amount, your estate would not be subject to the federal estate tax. How … [Read More]
Estate Planning Where to Start [Infographic]
Despite the fact that most people recognize the need to create a comprehensive estate plan, a shocking percentage of people do not have one. For many, the failure to create an estate plan boils down to the simple fact that they do not know where to begin. Although each estate plan should be tailored to … [Read More]
The World’s Well Heeled Pets
There are some good and bad things about human nature, but without question one of the best ones is the relationship that we have with our pets. Though people sometimes own exotic pets, dogs and cats are the most common four-legged family members, and they certainly bring us a lot of joy on many different … [Read More]
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