Many people have concerns about the taxes that can enter the picture when an estate is being administered. The good news is that the laws are actually quite favorable. You do not have to report an inheritance that you receive through the terms of a Will, and life insurance policy proceeds fall into this category as well. We looked at the stepped-up basis in a recent post, but in case you missed … [Read more...]
Updating Your Plan: Your Trust or Will
As we embark on a new year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...]
Updating Your Plan: Beneficiary Designations
As we begin the new year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more. … [Read more...]
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...]
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 and unusual phenomenon. It’s important to prepare, not just for the unexpected but the eventual, as well. Read on to learn more. … [Read more...]
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