2018 Estate & Wealth Transfer Planning Insights

Topics

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer…

Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones…

If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can…

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills…

No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires long-term home health care or an…

Americans gave unprecedented sums to charity in response to the devastating hurricanes last year. Large organizations, such as the American Red…

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