Get Your Estate Plan in Gear
February 9, 2021 -Do not put off this important piece of the financial planning process.
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Do not put off this important piece of the financial planning process.
Communicate early and often with your family about what to expect after you are gone.
How you leave your legacy should be at the forefront of your thoughts.
Transferring wealth to beneficiaries without income tax or estate tax
Streamlined advice to keep your affairs in order
An estate plan should not be static.
Estate planning is for everyone, wealthy or not.
Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.
‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.
Do not put off this important piece of the financial planning process
Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.
Consider these dos and don’ts as you formulate your estate plan
Tips for avoiding costly consequences
Strategies for maximizing your charitable contributions
What you need to know before giving assets for tax and estate planning purposes
Converting traditional IRAs to a Roth
Regardless of changing legislation, these estate planning tactics are timeless.
