Estate Planning Checklist
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A Checklist of Estate Planning Issues to Remember
Estate Planning discussions tend to focus on the big picture, big money issues. Who receives what? Should we use a living trust to avoid probate? If estate taxes are a possibility, the menu of estate tax reduction strategies is considered. There are a host of other issues that often are overlooked. Sometimes the estate planner […]
Key Estate Planning Questions Every Investor Must Answer
Estate Planning can be confusing and even intimidating to most people. They do not deal with the issues regularly, so the terms and concepts can be confusing. Most estate planners are not helpful, as discussed in our October 2008 visit (available on the web site archive). They are not adept at simplifying and explaining concepts. […]
Four Overlooked Estate Planning Moves
Most Estate Planning discussions involve big picture issues, such as trusts, gifts, and how to handle a business. Too often, however, the success or failure of a plan depends on small details that seem unimportant. Shortchanging these issues could mean shortchanging your heirs. Carefully consider all of your non-probate assets. They avoid the probate process, […]
Eight Key Estate Planning Questions
Estate Planning is not about reducing estate taxes. That always was the case, but few people realized the importance of the non-tax factors until the 2001 tax law began the phase out of the estate tax. Every estate plan, regardless of the estate’s size, needs to address certain issues. Ignore these issues, and your heirs […]
Five Pillars of A Great Estate Planning
You need an estate plan even if you don’t expect to owe taxes. Even if you expect to owe taxes, tax planning still should not be the focus of your planning. It is more important to decide who should receive the wealth, how much each should receive, when the wealth should be transferred, and how […]
10 Basic Rules For Your Estate Planning Checklist
You need an estate plan, and this is the time of year when many people consider finally drawing up or revising their plans. An estate plan should be tailored for the individual. Contrary to what you’ll hear in some estate planning seminars, there aren’t many strategies that should be in every estate plan. But there […]
Asset Protection
Building a Legacy
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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
