Estate and financial planning go hand in hand. Some of the biggest challenges our clients have when making decisions about their estate come from financial confusion. People have retirement accounts on the back burner and confess they don’t know where their current investments stand. As with estate planning, financial planning feels overwhelming, and many people avoid ... CONTINUE READING
Want to Protect Your Assets? Avoid These Inclusions in Your Will
When creating your will, you may be tempted to include directions for every single piece of your property and every personal wish that you have. This instinct makes sense, but the “better safe than sorry” approach can actually come back to bite ... CONTINUE READING
Step-Up in Basis Will Save You Tax Dollars
There are plenty of estate planning maneuvers, but when done without the guidance of an attorney, these techniques may end up costing your family a fortune. One action that can do more harm than good is transferring your assets into your children’s names. While it might seem like you’re helping them, they could miss out on a significant tax break: step-up in ... CONTINUE READING
