Because the world is still in flux with the lingering effects of the pandemic, estate planning may not be a the top of your list. However, current events make it the best time to pay attention to the so-called “gift tax” so you can take advantage while the maximum limits have been more than … [Read more...] about Estate Planning And The Gift Tax In 2020—What You Should Know
The SECURE Act Can Affect Your Estate Planning
You may have heard about the SECURE Act that brings changes to retirement and estate planning. If you haven’t spoken with your estate planner yet, it may be time to schedule that appointment. The formal name is the Setting Every Community Up for Retirement Enhancement Act of 2019 and became … [Read more...] about The SECURE Act Can Affect Your Estate Planning
DO YOU HAVE SOCIAL MEDIA ACCOUNTS? INCLUDE THEM IN YOUR ESTATE PLAN!
In today’s technologically driven world, most people have at least one email account, online banking account, and social media account. These are just some examples of a digital asset. A digital asset is anything stored on computers, cellphones, or in a cloud-based storage system. The actual … [Read more...] about DO YOU HAVE SOCIAL MEDIA ACCOUNTS? INCLUDE THEM IN YOUR ESTATE PLAN!
Is Your Estate Plan Up To Date? Why It Matters!
If you have an estate plan you have taken an important first step in providing for your family. However, and estate plan is not one and.done. Your family’s circumstances and tax laws will change in your plan needs to incorporate the changes. This is especially true in these uncertain times of … [Read more...] about Is Your Estate Plan Up To Date? Why It Matters!
Once You Sign Your Estate Planning Documents, You Are Not Finished!
Once you have signed your estate planning documents you may think you are finished. It is not the last step in the process. The next and most important step is to fund your trust and change your beneficiary designations so the plan will accomplish what you want. You fund your trust by changing … [Read more...] about Once You Sign Your Estate Planning Documents, You Are Not Finished!
