9 Retirement Decisions You’ll Want To Make With a Specialist
These decisions need to be coordinated to have the most benefit.
A Will Does Not Allocate All of Your Estate Assets
In many cases there are two separate groups of assets to be addressed.
Pennsylvania: Good State To Retire In, Bad State To Die In
While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inheritance tax is really something that all Pennsylvanians need to consider.
Do You Have an Estate Plan or Just a Fancy Piece of Paper?
Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.
The Missing Piece to Robin Williams’ Estate Plan: A Guidance Memo
You could help save your family a lot of stress and confusion.
Estate Planning: What You Should Know About Asset Titling
I recently met with a couple who had just received a sizable inheritance from the wife’s father. An event like this usually raises questions about the impact on their financial plan, tax…
Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.
6 significant differences between IRAs and other financial assets.
The Tax Advantages of Charitable Remainder Trusts
What happens when you combine aging baby boomers and a stock market reaching all-time highs? A renewed interest in charitable remainder trusts (CRT). The oldest of America’s 72 million baby boomers are…
Retirement Planning and the Surviving Spouse By Rick Rodgers
Retirement planning as a couple should not overlook the challenges created when the first spouse dies. Most household expenses do not get cut in half because there is only one person…
Should You Pre-Plan or Pre-Pay Your Funeral?
Here are points to consider.
Do Your Parents Have a Will?
Having this conversation can save a lot of time and money.
Your Heirs Will Need Your Passwords!
Your estate plan needs to have a digital component to assure everything goes smoothly.
Do You Still Need Your Trust?
Many trusts were set up to protect wealth from estate taxes when the estate tax exemption was only $600,000. The American Taxpayer Relief Act of 2012 (ATRA12) increased the 2013…
Will Your Estate Follow Your Charitable Intentions?
Planning ahead is key.
Is a Simple Will Enough?
Everyone’s situation is unique.
Estate Planning Options for Parents of Minor Children
Parents of minor children face the question of what to do with their assets through their will. Assets can be left outright in a trust until the child reaches the age…
Teach Your Children Well – Or They Are Likely to Waste Their Inheritance
Studies estimate the baby boom generation is set to inherit $11.6 trillion over the next 20 years from their parents. The baby boomers are expected to pass on as much…
Family Gifting Strategies
Keep it in the family and still save on taxes.
9 Ways to Beat the Medicare Surtax — Part 2
The year 2013 brought new taxes for upper income taxpayers as well as a return of the higher tax rates from 2001. The top tax rate on wage income can be…
Lessons From Whitney Houston’s Estate Plan
A great reminder.
