Asset Protection
Do Joint Accounts With Rights of Survivorship Work?
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 15, 2023
Advanced Directives
What You Need to Know When Making Your Will
While many people think that estate planning is only for the wealthy, experts say that’s not the case.
May 12, 2023
Estate Planning
When Can I Sue an Executor?
The deceased person’s beneficiaries, meanwhile, get to receive assets from the estate. In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.
May 11, 2023
Asset Protection
What Elements are Overlooked in Estate Plans?
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
May 10, 2023
Asset Protection
You Can Avoid Unintended Consequences
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
May 9, 2023
Asset Protection
What Is the Meaning of Step-Up in Basis?
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
May 8, 2023
Asset Protection
Why Is ‘When’ the Big Question in Estate Planning?
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
May 5, 2023
Asset Protection
Does Estate Tax Have an Impact on My Plans?
There is no Florida estate tax, although you may still be subject to the federal estate tax. It’s one of 38 states in the country that doesn’t levy a tax on estates, regardless of size.
May 4, 2023
Advanced Directives
Single Parents Need Estate Planning
Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
May 3, 2023
Estate Planning
May 2, 2023