People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 6: Why … [Read more...]
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 5: How … [Read more...]
The Questions of Estate Planning, Part 4: Where
People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...]
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...]
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...]
The Questions of Estate Planning, Part I: Who
People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...]
Planning for Education Expenses
Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...]
Planning for the Unexpected
It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to learn more about the prevalence of unexpected deaths and an example of what can happen without planning. Planning for the Unexpected … [Read more...]
Income Tax Basis in Estate Planning
Income tax basis is important in estate planning. This article examines what happens to an asset’s basis when it is gifted. It then examines what happens to the basis of an asset when someone dies with the asset and then bequeaths it to someone. Many people find it surprising that these are treated differently. Income tax basis is an important factor in considering estate planning strategies. Income Tax Basis in Estate Planning … [Read more...]
Planning for Special Needs Children
Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...]
