by Christine | Jan 15, 2015 | Asset Protection, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Portability, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
“For those who are single, whether they’ve always been single or they find themselves single again, there are some unique [estate-planning] issues,” says Doug Rothermich, managing director, wealth-planning strategies at TIAA-CREF. Married couples usually can see the...
by Christine | Jan 14, 2015 | Conservatorships, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
There is no magic formula or solution available for transferring personal property because each family and their possessions are different. However, the Extension program "Who Get's Grandma's Yellow Pie Plate?" suggests there are some factors for...
by Christine | Jan 9, 2015 | Asset Protection, Estate Plan, Estates, Gun Trusts, Inheritance, Probate, Trusts, Wills |
By putting ownership in trust and designating a knowledgeable person to oversee an individual’s firearms, the chance of such issues arising is minimized. Plus, paperwork requirements for transferring guns are streamlined and the trust prevents information about a...
by Christine | Jan 7, 2015 | Asset Protection, Estate Plan, Estate Tax, Inheritance, Probate, Tax Planning, Trusts, Wills |
Recently, I outlined a basic estate plan for a couple with children. Now, a reader in California asks: “What about marrieds without kids?” Married without children? What essential estate planning tasks should you focus on? The Wall Street Journal says, in...
by Christine | Jan 1, 2015 | Advanced Health Care Directive, Asset Protection, Estate Plan, Estates, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"There are no 'do-overs' after you agree to a settlement," says Vickie Adams, a certified financial planner and certified divorce finance analyst in San Pedro, Calif. "After 50, you'll have fewer years to recoup from financial errors, so...
by Christine | Dec 31, 2014 | Asset Protection, Business Succession Planning, Estate Plan, Estate Tax, Roth IRA, Tax Planning |
Continual planning is essential for finding opportunities that will reduce the financial burden. Several options exist to help corporations retain wealth and reduce taxes legally. At the end of the business year 2014, companies will be examining data to see if there...
