November 16, 2023 11 Exceptions To The 10% Penalty Tax On Early IRA Withdrawals If you need cash, you may want to tap your traditional IRA. But if you’re not yet 59½, you may … Read More
November 9, 2023 Take Action Now To Reduce Your 2023 Income Tax Bill Concerned about your 2023 tax liability? Consider these year-end tax planning strategies. Read More
November 9, 2023 Consider Providing The Power To Remove A Trustee Removing a trustee can be difficult. However, there are ways to make it easier without giving too much power to … Read More
November 6, 2023 Estate Planning: A Living Trust And A Pour-Over Will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward … Read More
October 26, 2023 Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy. Read More
October 19, 2023 A Secret Trust May Not Achieve What You’d Expect Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an … Read More
October 13, 2023 Payable-On-Death Accounts Require Careful Coordination with Your Estate Plan If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. … Read More
October 13, 2023 A Refresher on the Trust Fund Recovery Penalty Business owners, their leadership teams and even advisors may be held liable under the trust fund recovery penalty rules. Here’s … Read More
October 9, 2023 Are You Considering Moving To Minimize Estate Tax? Moving to another state could reduce or eliminate state-level estate tax, but certain steps must be taken. Read More
October 2, 2023 Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea Your choice of a family member to be your estate’s executor may not be the best option. Read More
September 22, 2023 An Art Collection is a Special Asset to Account for in an Estate Plan You have a few choices to accommodate your art collection in your estate plan. Learn about three options here. Read More
September 8, 2023 QTIP Trust: Strange Name, Powerful Trust Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance … Read More
