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Life Changes? Update Your Estate Plan

Your estate plan shouldn’t be a static document — it needs to change as your life changes. Year-end is the perfect time to evaluate any changes in your life that may affect your estate plan.

Tenancy-In-Common a Versatile Estate Planning Tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. Here's how it works.

Educate Your Children About Wealth Management

You’ve worked hard to build a large estate, and you undoubtedly would like to leave a lasting legacy. Educating your children about money management can help keep you keep your legacy alive.

3 Reasons to Continue Making Lifetime Gifts

The gift and estate tax exemption is at a record high, so it may seem that gifting assets to loved ones is less important than in previous years. But Lifetime Gifts continue to provide benefits.

Funeral Arrangements a Critical Part of Your Estate Plan

Funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes can lead to tension, disputes and even litigation among family members.

Double-Duty Giving with Charitable Gift Annuities

If you’re charitably inclined, you may wish to consider a charitable gift annuity, which combines the benefits of an immediate income tax deduction and a lifetime income stream...

Tax Law Effect on Estates and Inherited Property

A tax law change enacted in 2015 warrants your attention. It generally prohibits the income tax basis of inherited property from exceeding the property’s fair market value (FMV). Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

Provide for Your Spouse, Then Kids, With QTIP Trust

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

Beware of Tax Liability if You've Received an Inheritance

Most people are genuinely appreciative of inheritances. But sometimes it may be too good to be true, and produce a significant income tax liability. Let's take a look.

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