Estates & Trusts

Estate Planning Through the Years

January 27, 2020 | Estates & Trusts, Firm News

  Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn.

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2019 IRA Contributions Can Still Be Made

January 8, 2020 | Estates & Trusts, Firm News, Income Tax

2019 IRA contributions can be made until the tax filing deadline of April 15, 2020. Good news, the contribution limit increased in 2019 by $500 to $6000.

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Are you worried about your financial plan?

May 7, 2019 | Estates & Trusts, Firm News, Other

  Do I have enough to retire?   Am I on track with meeting my financial goals?   Are my investments aligned with my aspirations?.

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The stretch IRA: A simple yet powerful estate planning tool

October 25, 2017 | Estates & Trusts, Firm News, Income Tax

The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA,.

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Have you properly funded your revocable trust?

October 11, 2017 | Estates & Trusts, Firm News, Income Tax, Service Areas

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly.

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Asset valuations and your estate plan go hand in hand

June 7, 2017 | Estates & Trusts, Income Tax, Industry News

If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.

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Worried about challenges to your estate plan? Make it no contest

May 30, 2017 | Estates & Trusts, Firm News

Estate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.

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Acquaint Yourself With The Roth IRA As An Estate Planning Tool

April 26, 2017 | Estates & Trusts, Industry News

A Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions.

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Will your favorite charity accept your donation?

April 20, 2017 | Estates & Trusts, Industry News

If your estate plan includes charitable donations, be sure to discuss any planned gifts with the intended recipients before you finalize your plan. This is.

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The Ins and Outs of Holding Joint Title to Property

April 11, 2017 | Estates & Trusts, Industry News, Other, Service Areas

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended.

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