Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But
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Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil
Read MoreBeneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil
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Biden Administration Could Reduce Estate Tax Exclusion
Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read
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Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected
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Updating Your Plan: Powers of Attorney
The beginning of a new year is a good time to think about updating your plan. This includes your entire
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Updating Your Plan: Your Trust or Will
As a new year begins, it’s a good time to think about updating your plan. This includes your entire plan,
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Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though
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Updating Your Plan: Beneficiary Designations
It’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations
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It’s Better to Give, Especially This Year
Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400
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Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters
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What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need
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