September 8, 2023 IRS Guidance on Retirement Catch-Up Contribution Rules The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS … Read More
August 31, 2023 Did Your Spouse’s Estate Make A Portability Election? Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made. Read More
August 25, 2023 Life Insurance Can Be A Powerful Estate Planning Tool If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance … Read More
August 22, 2023 Avoiding Probate: How To Do It (And Why) Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here … Read More
August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original … Read More
July 27, 2023 How To Address Your Frequent Flyer Miles In Your Estate Plan Some assets are easier to address in your estate plan than others. Transferring frequent flyer miles can be tricky or … Read More
July 20, 2023 Asset Protection: How To Shield Your Wealth From Lawsuits And Creditors It's important to protect wealth against frivolous lawsuits or creditors’ claims. Here are a few asset protection strategies. Read More
July 10, 2023 Put Restrictions On Your Large Charitable Gifts For Added Peace Of Mind Put restrictions on your gifts to ensure that your donations are used to fulfill your intended charitable purposes. Read More
June 29, 2023 You’ve Been Asked To Serve As Executor, Now What? A loved one or close friend may ask you to be the executor of his or her estate. Before you … Read More
June 28, 2023 Should You Consider A SLAT Trust? A spousal lifetime access trust offers the ability to capitalize on the current federal gift and estate tax exemption while … Read More
June 23, 2023 Married and Not Earning Compensation? Consider a Spousal IRA If you’re married and don’t earn compensation, you may be eligible for a spousal IRA. Here are the rules for … Read More
June 3, 2023 Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich … Read More
