Are you worried about your financial plan?
May 7, 2019 | Estates & Trusts, Firm News, OtherDo 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 TaxThe 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 AreasIf 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 NewsIf your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.
Continue ReadingWorried about challenges to your estate plan? Make it no contest
May 30, 2017 | Estates & Trusts, Firm NewsEstate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.
Continue ReadingAcquaint Yourself With The Roth IRA As An Estate Planning Tool
April 26, 2017 | Estates & Trusts, Industry NewsA 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.
Continue ReadingWill your favorite charity accept your donation?
April 20, 2017 | Estates & Trusts, Industry NewsIf your estate plan includes charitable donations, be sure to discuss any planned gifts with the intended recipients before you finalize your plan. This is.
Continue ReadingThe Ins and Outs of Holding Joint Title to Property
April 11, 2017 | Estates & Trusts, Industry News, Other, Service AreasOwning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended.
Continue ReadingDirect Tuition Payments Benefit Your Grandchild and Your Estate Plan
March 23, 2017 | Estates & Trusts, Income Tax, Industry News, OtherGrandparents often want to play a role in financing their grandchildren’s education. If you’re one of them, it’s important to consider the impact that different.
Continue ReadingIRS MANDATED TAX DUE DATE CHANGES
December 6, 2016 | Agriculture, Business Services, Estates & Trusts, Firm News, Governmental Agencies, Healthcare, Income Tax, Industry News, Nonprofit Organizations, Other, Owner Managed Businesses, Private Schools & Faith-Based Institutions, Service AreasThe IRS has mandated due date changes for the upcoming tax filing season. These changes relate to certain tax returns, and informational returns and.
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