Medicaid Crisis Planning for Long Term Care Costs
In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
What Happens to Digital Assets After Death?
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
How to Plan in a Time of Uncertainty
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Create a Legacy With Your IRAs
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
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 Do I Store Advance Directives & Estate Planning Documents?
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
Is Your Estate Plan Ready for Tax Changes?
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
Do You Want to Be an Executor?
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
Can My Gun Collection Be Part of Estate Plan?
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Living Trust vs. Last Will – Which is Right for You?
In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
