by Christine | Aug 19, 2013 | Estate Planning, Non Probate Asset, Payable On Death Account, Procrastination |
“It’s not that these accounts can’t or shouldn’t be used, it’s just they have to be coordinated carefully with the rest of the plan,” says Patrick Lannon, an estate lawyer with Bilzin Sumberg in Miami, Fla. “If there is more than one child and you make a paid on death...
by Christine | Aug 13, 2013 | Estate Law, Estate Planning, Legacy |
We all want to be remembered, to feel that we’ve contributed something to the world. For some, this can be a driving force leading to great accomplishments and extraordinary contributions to mankind. But for most of us with more modest goals, what pushes us is the...
by Christine | Aug 12, 2013 | Elder Law, Estate Law, Estate Planning |
If you live in one of the states with an estate tax, you need to take the tax into account when planning your estate … Another state tax to take into account when planning your estate is the inheritance tax. Just when you think you’ve got the whole federal estate tax...
by Christine | Aug 9, 2013 | Family Business, Retirement, Small Business |
If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and your life...
by Christine | Aug 8, 2013 | Disinheritance, Estate Planning |
“This is the thing people who disinherit someone don’t understand: It puts a huge amount of pressure on those who aren’t being disinherited,” says Caschetta, whose experience inspired her to write a book on the subject that she's trying to get published....
