Estate Planning Articles

Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn’t match our dreams. In the real world, an inheritance can bring with it a number of questions and worries. Here we address four common concerns about inheritances.

Estate planning is on everyone’s “should do” list, but it rarely seems to make it to the top of the “to do” list. Perhaps this is because of all the myths surrounding the estate planning process. Here are five common estate planning myths, along with the truths behind them.

Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors, including an account owner’s current income, anticipated post-retirement income, and estate planning goals.

The U.S. Congress continually debates the estate tax, often considering whether or not it should be done away with entirely. Many people think this tax is a cornerstone of estate planning, so if it’s eliminated, they don’t need an estate plan. Nothing is further from the truth. This article explains why.

You’ve heard the maxim, “It’s better to give than to receive.” Americans take this aphorism to heart, especially as it relates to contributions to charity. Did you know that our tax laws actually encourage charitable giving? This article will explain gift-giving options from small to large, each with tax-savings implications.