2021 Estate & Wealth Transfer Planning Insights

Topics

With most tax planning, there are certain strategies that are generally effective and shouldn’t be ignored. The same holds true for estate…

Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity.…

If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option,…

Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public. Anyone who’s interested can find…

Many people, when planning their estate, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.”…

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…

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