Month: November 2014
Year End Estate Planning Tip #4 – Check the Privacy of Your Estate Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught…
Year End Estate Planning Tip #4 – Check the Privacy of Your Estate Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught…
Year End Estate Planning Tip #3 – Check Your Mental Disability Plan
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught…
Strategies for Reducing the Income Tax Squeeze on Irrevocable Trusts
Under federal income tax laws, irrevocable, non-grantor trusts (such as Bypass Trusts and Dynasty Trusts) are subject to highly compressed income tax…
Year End Estate Planning Tip #2 – Check Your Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught…
Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught…
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still…
How to Minimize Legal Fees After Death
Death is a costly business. Aside from funeral expenses, legal fees can take a big chunk out of how much is left…
