Estate Planning
Looks Like Estate Tax Here to Stay – Don’t Delay Planning
There’s a couple of good recent articles on forbes.com – Dems Dedicated to Death Tax and Why You Need a Will. For this year, anyway,…
It may not seem like it, but Now is the Time to Plan
Difficult topics when planning for your estate is a recent article on the Chicago Tribune’s website that discusses the advantages of wealth transfer…
Estate and Income Tax Reduction Strategies in a Bear Market
1) If you are not selling options or using margin trading, you should revoke your margin agreements. This reduces your risk by…
Top 10 Excuses for Failure to Plan One’s Estate
Most folks never get around to doing any estate planning, even so much as a simple will. Why? 1. I’ll do it…
Estate Planning Checklist
Do you have an Estate Plan in place? If so, are you confident that it fully covers matters relating to health care,…
Estate Planning for Parents
Parents of minor children would be well-served to view this video, Estate Planning for Parents, which features my WealthCounsel colleague Alexis Martin Neely…
10 Most Overlooked Issues in Estate Planning
A couple of days ago I blogged about the dangers of bad estate planning, and presented a hierarchy of worst to best…
Estate Tax Changes Likely
From this article in the New York Times yesterday: Beginning next year, the federal estate tax exemption will increase to $3.5 million. This…
Estate Plan Effectiveness and Maintenance Information
Even the best estate planning documents will not be effective if they are lost or inaccessible. To help ensure that the documents…
Tax and Other Aspects of Vacation Homes
Considering a second home? Read the Vacation Home Survival Guide on forbes.com. A couple things to keep in mind that aren’t mentioned are that…
