Estate Planning Checklist
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7 “Action Steps” Missing from your Estate Planning Checklist and Strategy: Part 2
No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]
The 7 “Action Steps” Missing from Your Estate Planning Checklist and Strategy
Most people, especially those with at least modest wealth, have engaged in some Estate Planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]
10 Essential Actions for Every Estate Plan Checklist
There are basic actions that should be taken in your Estate Planning, whether the estate is taxable or not. Too many people still believe that because their estates aren’t taxable under federal law, they don’t need to do any estate planning. Others think they’ll wait until the dust settles on the 2017 tax law before […]
How to Create an Estate Planning Strategy with an 8 Step Checklist – Part 2
Last week, we began our 8-point Estate Planning Checklist, including how to handle your will, and avoiding Probate. Today we’ll complete the checklist, starting with… Powers of attorney. You need these documents before you have a will, because you’re likely to become disabled or need help managing affairs before you pass away. There are two […]
Should You Put Your Estate Planning Strategy On Hold? (8-Point Checklist)
Tax reform proposals are slowly being developed in Congress, including changes in the estate tax. People are asking, “Should I delay my estate planning until the new law is clear?” We’ve been down this road before, and the answer is: You shouldn’t delay. Congress is looking at changing only the federal estate and gift taxes, […]
5 Important Estate Planning Steps for Your Portfolio – An Estate Planning Checklist
How will your investment portfolio and other assets be managed in the future? The odds are that, after you no longer are managing the assets, nothing good is going to happen. Many people neglect to include an investment portfolio transition in their estate plans, so the returns flounder or worse. Many estate planners don’t realize […]
Checklist: Wills and Estate Planning Update
If there has been a change in any one or more of the factors listed since the last review of your estate plan, then it is time to get in touch with your estate planner and update the plan. The marital status of you or any of your family members The birth or adoption of […]
How to Climb the Estate Planning Ladder – An Estate Planning Checklist
Estate Planning overwhelms many people. Planners use their own language. As estate owner you have to choose from many strategies. The complications lead to procrastination and unfinished plans. One way to break the procrastination and creates a plan is to use an estate planning ladder. The ladder starts with a basic estate plan. You move […]
Asset Protection
Building a Legacy
Business Ownership and Succession
Digital Assets Estate Planning
Estate Planning Basics
Estate Planning for Singles
Estate Planning Forms and Documents
Estate Planning Mistakes
Estate Planning Strategies
Estate Tax
Executors and Trustees
Family Limited Partnerships
Gifts and Gift Giving
Grandchildren
Heirs, Beneficiaries, and Children
IRAs & Your Estate
Power of Attorney
Probate
Trusts
Wills and Estate Planning
