by Christine | Jan 18, 2013 | Charitable Giving, Estate Planning, Fiscal Cliff, Individual Retirement Accounts (IRA) |
When it comes to taxes, never say die. As part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA charitable rollover," that had expired at the end of 2011. New Year’s resolutions are chock-full of...
by Christine | Jan 15, 2013 | Estate Planning, Trustee, Trusts |
I suspect that trustees are most often comfortable with a prevention-focused mindset. Here’s my take: Our ability to recognize and deliberately change our mindset just might be a game-changer. For all the laws and expectations put upon trust officers, it’s important...
by Christine | Dec 28, 2012 | Estate Plan, Estate Planning, Trusts, Wills |
Everyone likes practical pointers. Here are more than eight, but fewer than ten practical estate planning pointers for your consideration, especially as we enter a new year. Keep your important documents like your will or trust up-to-date. Keep your legal residence...
by Christine | Dec 24, 2012 | Asset Protection, Assets, Estate Plan, Estate Planning |
If you are like many other American families, the current upheaval in Washington regarding the fiscal cliff (and the estate and gift taxes) doesn’t particularly interest you. However, while the discussions in Washington generally only affect the extremely wealthy,...
by Christine | Dec 7, 2012 | Estate Planning, Inheritance, Religion |
Some planners caution that being too restrictive in an estate plan in an effort to pass on religious values—say, disinheriting children who marry outside the faith—can create divisions within a family and spark extended, costly legal battles, all while failing to have...
by Christine | Dec 3, 2012 | Estate Planning, Parents, Retirement |
Adult children and their parents recognize the need to talk about inheritance, eldercare and retirement planning issues, but nearly one in two adult children do not feel like they’ve had sufficient conversations with their parents about these issues … Discussing...
