by Christine | Aug 18, 2015 | Estate Planning |
Most of us never look twice at the fine print of the frequent flier rewards program’s terms and conditions. The type is so small and there’s so much of it … but if you did, you’d probably see language stating that any accumulated points are not transferrable on death....
by Christine | Aug 17, 2015 | Beneficiary Designation, Estate Planning |
To the digerati – the elite of the technology world – Bitcoins are as valuable as the dollar or any other state-sponsored currency. But the rules are still under development for estate planning purposes, and planning for an estate that includes Bitcoins must...
by Christine | Aug 14, 2015 | Asset Protection, Elder Law, Estate Planning, GIfting, GRATs, Tax Planning, Trusts |
Some high-net worth families still face the challenge of reducing their estate to minimize or eliminate estate taxes, although the federal estate tax exclusion is currently larger than it has ever been. The portability of unused exclusion amounts are at $5.43 million...
by Christine | Aug 13, 2015 | Retirement Planning |
Savvy individuals, estate planning lawyers and financial advisors are not averse to finding unintended benefits when Congress makes changes to laws regarding retirement accounts and Social Security payments. Unfortunately, when too many of these techniques are...
by Christine | Aug 12, 2015 | Estate Planning |
A recent survey from CNBC.com shows that there are differences in how the wealthy perceive the need for estate planning, and not all millionaires behave the same way. There are differences between families at the $1 million – $5 million level and those...
