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‘Estate Planning’ Category

Common Estate Planning Mistakes The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that it doesn’t relate to your property or estate, to have your records scattered all over the place, to have social media, banking and email accounts whose […]

Tax Rules When Selling Your Home – How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home […]

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ HOW TO ASSESS THE VALUE OF AN ESTATE Select the date of calculation. Because values move up and down, you need to set a specific date for a valuation. For a living […]

Everybody should have a power of attorney—that is, a legal document that gives a designated individual the right to act on their behalf when making financial decisions. The power of attorney is most often used by adult children to make decisions on behalf of aging parents when they are no longer capable of making sound […]

Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in 2006.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different than what you have on your primary home. The Unique […]

Years ago, the way to most efficiently save on estate taxes was to set up credit shelter trusts that would pour assets from one spouse to another when death occurred, so that both spouses would get the maximum estate tax exemption. In those simpler days, people who didn’t have to pay estate taxes didn’t have […]

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That’s because 401(k) plans offer a variety of attractive features that make investing for the future easy and potentially profitable. What is a 401(k) plan? A 401(k) […]

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