Can Estate Planning Reduce Taxes?
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
How to File Tax Return When Mom Passes Away
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Avoid Errors with Special Needs Planning
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Elder Law Essentials in Texas
Elder law is an aspect of estate planning focusing primarily on the needs of families and individuals as they age.
Estate Planning Tips for Aging Solo
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Resolve to Do Your Estate Planning in 2025
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Facing the Future: Your Essential Estate Planning Guide
Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]
