Asset Protection

Navigating the Financial Journey to a 100-Year Life

In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity. The Yahoo Finance article, “Retirement Planning: Here’s How Much You’ll Need To Save If You Live to 100”, offers a comprehensive look at this challenge, highlighting the need for a radical shift in our approach to life and financial planning. Understanding the Longevity Revolution The “longevity revolution” concept discussed by Laura L. Carstensen, director of the Center for Longevity, suggests a significant societal shift. This revolution impacts various aspects of life, including health care, personal finance and retirement…

January 22, 2024

Estate Planning

What are the Basics of Estate Planning?

Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of financial planning.

January 16, 2024

Estate Planning

Why You Should Consider a Living Trust for Your Estate Planning

When it comes to estate planning, many people think of a will as the go-to document for ensuring that their assets are distributed according to their wishes after they pass away. However, a living trust can often be a more effective tool for many individuals, offering benefits that a will cannot provide. In this article, we’ll explore why you should consider a living trust to be a cornerstone of your estate planning strategy. What Is a Living Trust? A living trust is a legal document that places your assets into a trust for your benefit during your lifetime and then…

January 15, 2024

Asset Protection

Is Your Estate Plan Ready for Sunsetting Tax Cuts in 2026?

The sweeping tax overhaul enacted in 2017, known as the Tax Cuts and Jobs Act (TCJA), provided a number of income and estate tax reductions and changes.

January 11, 2024

Estate Planning

Gift and Estate Tax Exemption Limits Increase for 2024

It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.

January 5, 2024

Charitable Planning

Understanding Charitable Giving Laws

When it comes to donating, many people seek not only the personal satisfaction of helping others but also the potential financial benefits, including possible tax deductions. Words such as deduction, charitable giving, charitable contribution, charity, charitable tax deduction and rules for giving often come up in these discussions. Understanding these terms and the laws surrounding charitable donations can help individuals and businesses make informed decisions about their charitable contributions, while taking advantage of any available tax deductions. In this article, we delve deep into charitable giving laws, exploring various facets and rules that govern tax deductions for charitable contributions. Whether…

December 26, 2023

Asset Protection

Navigating Estate Tax Planning

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

December 25, 2023

Estate Administration

Make Sure These Documents are Part of Your Estate Plan

Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.

December 14, 2023

Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

December 13, 2023

Estate Administration

Have Estate Plan Checkup before Heading to Warmer Winter

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

December 5, 2023

Category: Probate

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Navigating the Financial Journey to a 100-Year Life

What are the Basics of Estate Planning?

Why You Should Consider a Living Trust for Your Estate Planning

Is Your Estate Plan Ready for Sunsetting Tax Cuts in 2026?

Gift and Estate Tax Exemption Limits Increase for 2024

Understanding Charitable Giving Laws

Navigating Estate Tax Planning

Make Sure These Documents are Part of Your Estate Plan

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Have Estate Plan Checkup before Heading to Warmer Winter

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