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What Jackie Kennedy Knew about CLATs and Estate Planning

Jackie Kennedy Sunglasses CLAT planning

Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.

Can You Catch-up? IRS Increases Contributions Limits

Retirement Account Contributions Nest Egg

If you find that you have fallen behind in your retirement savings, you are not alone.  Investment advisor Vanguard reported recently that only 14% of 401(k) participants contributed the maximum amount annually, and only 16% of eligible employees 50+ made additional catch-up contributions.

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

Can You Gift Money on Your Deathbed?

Estate Taxes - Deathbed gift

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

How to Maximize Lifetime Social Security Benefits

retired on social security lifetime benefits playing chess

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.

How Not to Build a Family NFL Dynasty

NFL Family Legacy Estate Planning

A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.

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