Nov 17, 2021 | Estate Planning
Are You Holding a Joint Title to Property with a Family Member or Friend? June 7, 2021 Owning assets jointly with one or more of your children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it may produce unintended — and...
Nov 16, 2021 | Estate Planning
Make Health Care Decisions While You’re Healthy July 12, 2021 Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical...
Oct 28, 2021 | Estate Planning
Opportunities and Challenges: Valuation in the Age of COVID-19 November 1, 2021 Valuation and estate planning go hand in hand. After all, the tax implications of various estate planning strategies depend on the value of your assets at the time they’re...
Oct 13, 2021 | Estate Planning
Don’t Forget to Take State Estate Taxes Into Account October 19, 2021 A generous gift and estate tax exemption means only a small percentage of families are currently subject to federal estate taxes. But it’s important to consider state estate taxes as well....
Sep 30, 2021 | Estate Planning
Estate Planning Pitfalls Exist if a Significant Portion of Your Wealth is Concentrated in a Single Stock October 13, 2021 Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to...
Sep 30, 2021 | Estate Planning
What Are Your Options to Pay for Long-Term Care? October 4, 2021 Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. But the high cost of long-term care (LTC) can quickly devour resources you...
