by Christine | Jan 30, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Living Trust, Retirement Planning, Roth IRA, Tax Planning, Trusts |
Sharron Epperson, who is CNBC’s senior personal finance correspondent, stressed the importance of retirement planning in the coming year — with two products in particular. Need a financial resolution for 2015? Save as much money as you can in a Roth IRA. One of the...
by Christine | Jan 27, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax |
In 2015, only estates worth more than $5.43 million per individual would owe federal estate taxes if the estate owner dies this year. That's up from last year's $5.34 million estate tax exemption. (In addition, the federal lifetime gift tax exemption also...
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 | 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...
by Christine | Dec 22, 2014 | Asset Protection, Conservatorships, Estate Planning, Estate Tax, Estates, Guardianships, Living Trust, Probate, Tax Planning, Taxation, Taxes, Trusts, Wills |
State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions rising in many jurisdictions, how much people will leave their heirs isn’t what keeps them awake at night anymore. What they...
by Christine | Dec 8, 2014 | Asset Protection, Beneficiary, Elder Law, Estate Planning, Estate Tax, Inheritance Tax, Living Trust, Probate, Trusts, Wills |
By keeping even modest sums of money protected, trusts can ensure that your wishes for your money will be honored into the future. A recent article by the Motley Fool,titled "5 Things You Didn't Know — but Should! — About Trusts," sheds some...
