Posted on: April 2, 2023
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
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Posted on: March 30, 2023
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.
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Posted on: March 29, 2023
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
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Posted on: March 28, 2023
The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.
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Posted on: March 27, 2023
Now Emma Heming is honoring the vows she made to Willis over a decade ago. A year after the family revealed to the public that Willis was suffering from ‘Aphasia,’ they have confirmed his diagnosis of Frontotemporal Dementia (FTD for short).
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Posted on: March 26, 2023
One-quarter of Americans said inflation has caused them to think about estate planning, the survey said. Two out of three Americans said they don’t have any kind of estate planning documents.
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Posted on: March 23, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
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Posted on: March 22, 2023
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
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Posted on: March 21, 2023
Questions to help prepare for aging in place.
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