Understanding the contents of a will
You probably don't have to be told about the need for a will. But do you know what provisions should be included ...
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Naming a trustee may be one of the most important decisions of your life
When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer ...
2020 & 2019 IRS Rates and Limitations Schedule
2020 and 2019 IRS Rates and Limitations Schedule
In this post you will find answers to frequently requested IRS ...
Sec. 6166: Estate tax relief for family businesses
Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping ...
3 pitfalls to avoid when naming a beneficiary of a life insurance policy
Life insurance can be a powerful financial and estate planning tool, but its benefits can be reduced or even ...
A divorce necessitates an estate plan review
If you're divorcing, it's important to review your estate plan as early as possible, for two reasons: First, you ...
Have you considered making direct payments of tuition and medical expenses?
With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58 million for 2020), you may ...
A buy-sell agreement can provide the liquidity to cover estate taxes
If you own an interest in a closely held business, it's critical to have a well-designed, properly funded buy-sell ...
Expanded 529 plans offer unique estate planning benefits
If you're putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings ...
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