If you are going to pass it on, you probably want to pass it on sooner rather than later.
You can pass on a gift of $11.4 million under the new tax laws, without paying federal estate tax. However,...
Estate Planning Blog – Surprenant, Beneski & Nunes
A Will Is a Good Start on an Estate Plan
A periodic review will also give you an idea of any changes that are necessary.
A will is certainly something that should be completed. However, it isn’t a document to put on the shelf and forgotten because as your...
What Is the Best Tool? Could Be a Will, Could Be a Trust
You never know what the future will bring. It is best to make plans and follow them.
It can take a little time, some expense and some difficult planning. However, it is very wise to have an estate planning...
A Durable Power of Attorney Can Be Quite Helpful
A durable Power of Attorney can be set up in different ways.
You do not have to give up total control, when granting a Durable Power of Attorney, according to The Daily Sentinel’s article “Tools to help your aging parent.” Granting a...
Tough Situations May Develop when Inheriting the Family Farm
Tax liabilities can lead to a severe financial misstep.
If you are likely to inherit the family farm, it would be wise to pay special, close attention to your estate planning attorney and CPA, according to Capital Press in “The family...
Even If Your Spouse Dies without Estate Plan, Get Yourself One
Titling assets through joint tenancy works well, until it doesn’t.
Going without an estate plan and relying on titling assets through joint tenancy to surviving spouse can be a workable plan but then again, it can become a nightmare,...
Increased Family Communications Can Help Aging Parents
What is the next step, if aging parents can no longer easily handle financial and legal affairs?
The transition of adult child to caregiver can create some real challenges, when it comes to helping aging parents, according to the Monterey...
Some Ex-Spouses Can Receive Social Security Spousal Benefits
Benefits are available to ex-spouses, under certain circumstances.
As retirement approaches and Social Security benefits become available, it is important for divorced people to be particularly aware of their entitlement rights, according to Yahoo! Finance in “3 Things to Know About...
So, It’s Time to Retire. Now What Do You Do?
If you are ready to pack up and leave the work life behind, there are a few things to consider.
You have worked for decades and it is now time to retire. But wait, there are some things it...
The Use of Trusts Is Often Key to an Estate Plan
Why is the revocable trust so appealing? You can change it whenever you’d like.
You do not have to have a lot of money or assets in order to benefit from the use of trusts, according to Barron’s in “Why a...