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The New Year a Perfect Time for Estate Planning Checkup

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year […]

Charitable IRA Rollovers Extended Permanently!

On December 18th, Congress approved and President Obama signed legislation extending dozens of expired tax deductions, credits, and incentives, including charitable IRA rollovers.

Second-to-die Life Insurance Is a Vehicle to Pay Estate Taxes

Second-to-die life insurance (sometimes called “survivorship insurance” or “dual-life insurance”) can be a useful tool for providing liquidity to pay estate taxes for married couples with large estates.

Protecting Your Retirement Savings from Creditors

Estate planning and asset protection go hand-in-hand. After all, no matter how well your estate plan is designed, it won’t do much good if you have no wealth to share […]

Estate Tax Planning for Unmarried Couples

Unlike married couples, who can take advantage of the marital deduction, unmarried partners can’t transfer unlimited amounts to each other tax-free. To reduce their estate tax bills, they must take […]

Pitfalls of Joint Ownership

Owning assets jointly with one or more heirs is a common estate planning “shortcut”.  While the advantages of joint ownership can include convenience and avoiding probate, it may also create […]

How Do I Choose My Estate’s Executor?

Choosing the right executor is critical to the smooth administration of your estate. The person you appoint for this role does not have to be a professional executor or someone […]

Life Insurance Owner? Consider Establishing an ILIT

An irrevocable life insurance trust (ILIT) could help you eliminate estate tax liability from any life insurance policies you own at the time of your death.

Don’t Forget Your Digital Assets

In today’s world, it’s very likely you have significant digital assets that must be considered when creating your estate plan.