» Tax Planning

Can I Survive Financially if I Live to be 100?

How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a… Read More
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Don’t Forget Estate Planning for Your Family Business

Skilled estate planning is essential to the tax-efficient transfer of the family business across the generations. While the majority of family business owners have estate plans, the majority of these plans can be considered dated. Family businesses a… Read More
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Which Type of Trust is Right for Me?

Trusts can be a great way to update an estate plan, whether within a will or as a separate estate-planning tool. Trusts have a reputation for being something that most people don't have to worry about, with most seeing a trust as a vehicle for t… Read More
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The Executor’s Cheat Sheet

One of the most important things someone can do to best ensure their estate is handled without a hitch is to appoint the right person as the estate’s executor, sometimes called a representative. So what do you need to do if you’ve been appointed… Read More
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Know When to Update Your Estate Plan

Updating your estate plan isn't something you think about too often. Why should it be? You're happy, healthy, and you have a good life. Letting the negative "what ifs" creep in only puts a damper on your day. As painful as it is t… Read More
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New Regulations Affect Family Limited Partnerships and Family LLCs

The Internal Revenue Service is about to toughen the rules on a type of investment vehicle that has been abused by some very wealthy families to avoid millions of dollars in taxes. The wealthy are allowed to use family limited partnerships, family li… Read More
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Basic Estate Planning Mistakes You Can Stop Making

Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial advisor, but plenty of people ma… Read More
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Estate Planning Lessons in the Death of Whitney Houston’s Daughter

Bobbi Kristina Brown’s tragic death offers a number of poignant end-of-life lessons for parents, young adults, and seniors alike. First and foremost, health and legal experts say Brown’s death spotlights the need for establishing written advance… Read More
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Problems Posed by Probate

For those who have specific goals for their assets once they leave this world, an estate plan becomes an essential component of their financial plan. There are many benefits to having an estate plan, including ensuring that your wishes will be carrie… Read More
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How Hard Is Your Money Working?

Your money should always work for you, but when you're retired, it needs to work even harder. Help safeguard your retirement by placing demands on your hard-earned cash. A recent article published in MoneyWatch, “Seven demands retirees should… Read More
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