July 9, 2024 How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks Self-directed IRAs offer the same estate planning benefits as traditional IRAs, but they allow you to transfer a wider variety … Read More
July 9, 2024 Qualified Charitable Distributions Can Benefit You Here’s a strategy for older taxpayers who are charitably minded and also must take required minimum distributions from their traditional … Read More
July 1, 2024 Beware These 5 Estate Planning Pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are five estate planning pitfalls to be especially aware of. Read More
June 25, 2024 How Undue Influence Claims May Upend Your Estate Plan Undue influence is an act of persuasion that overcomes the free will and judgment of another person. Consider taking these … Read More
June 13, 2024 Incorporating Digital Assets into Your Estate Plan Most people have accumulated significant “digital assets” that require special consideration in an estate plan. Does your plan properly account … Read More
June 6, 2024 Foreign Assets in Your Estate Plan: Key Considerations Owning foreign assets can pose specific problems in an estate plan without proper attention. Read More
June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay … Read More
June 5, 2024 Understanding the Benefits of a Health Savings Account (HSA) A Health Savings Account can help reduce your health care costs and benefit your estate plan. Its funds grow on … Read More
June 3, 2024 Handwritten Changes To Your Will Is Rarely A Good Idea Should you make handwritten changes to your will? Some states permit handwritten changes to a typewritten will if the changes … Read More
May 15, 2024 Conservation Easements Are Under IRS Scrutiny The IRS is closely scrutinizing conservation easements. Here’s what you need to know to fully realize an easement’s income and … Read More
May 9, 2024 When Providing For Your Children, One Trust May Be Better Than Two It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating … Read More
May 2, 2024 IRS Extends Relief For Inherited IRAs If you’ve inherited an IRA, you need to know about the latest IRS guidance. We’ll continue to keep you informed … Read More
