Are Your Loved Ones Prepared for Your Death? Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?
When Planning, Don’t Forget About Online Accounts and Passwords Posted onSeptember 1, 2020June 23, 2021inCategoriesAccount Passwords, Estate Planning, Online Accounts A client recently lost her spouse of several years. She told me that by far the worst problem she had … Continue ReadingWhen Planning, Don’t Forget About Online Accounts and Passwords
Older Estate Plans May Cause Tax Problems for Beneficiaries Posted onApril 1, 2020June 23, 2021inCategoriesBeneficiaries, Estate Plan Documents, Estate Planning, Estate Taxes Most family estate plans created prior to 2012 contained a “bypass” or “A-B” trust that requires the estate to be … Continue ReadingOlder Estate Plans May Cause Tax Problems for Beneficiaries
The “SECURE” Act: Time to Review IRAs and Estate Planning Documents Posted onMarch 1, 2020June 23, 2021inCategoriesEstate Plan Documents, Estate Planning, IRA, SECURE Act Do you have an IRA? A new law, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE … Continue ReadingThe “SECURE” Act: Time to Review IRAs and Estate Planning Documents
Pitfalls of Not Updating Your Estate Plan Posted onFebruary 1, 2020June 24, 2021inCategoriesEstate Plan Documents, Estate Planning, Updating Your Estate Plan As a new decade begins, it’s a good time to consider reviewing an existing estate plan, especially if it was … Continue ReadingPitfalls of Not Updating Your Estate Plan
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