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]
When Is It Too Late to Do Medicaid Planning?
When you are planning for retirement, you are going to be evaluating your projected budget that you will be working within during your senior years. This is going to include typical living expenses along with the costs that you expect to incur as you cross things off your bucket list. However, when you are making … [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]
Uncertainty Fuels Procrastination
It is no secret that a lot of people procrastinate when it comes to estate planning. The last thing that the procrastinators need is yet another reason to put things off, but in fact the uncertainty surrounding the estate tax parameters at the present time contributes to this pattern of inaction. To take a brief … [Read More]
Charitable Giving: Research Is Key
Though estate planning is vital for people of all ages, evaluating your legacy in detail is naturally going to become more relevant to you as you get older. Of course the primary objective is going to be to make sure that your family members are financially provided for, but there are other things to take … [Read More]
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