If you don’t have an estate plan, you’re putting unnecessary stress on yourself and your loved ones. Fortunately, there’s a simple solution: take action. In other words, it’s time for you to learn more about estate planning. Doing so will position you to create an estate plan that gives you the peace of mind you deserve. Of course, there’s more to this than meets the eye. You need to know your goals, your estate planning options, and estate planning laws — and that’s just the … [Read more...] about FAQs for People Without an Estate Plan
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Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 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...] about Tax Planning for 2022
Alzheimer’s Care Tips: Get the Help You Need
There’s nothing easy about caring for someone with Alzheimer’s. In fact, it’s downright challenging. Additionally, if you’re the primary caregiver, there will be times when you feel overwhelmed. For many caregivers, the thought of “taking time off” never comes into play. Unfortunately, if you go too far down this path, it could result in a situation in which your own health begins to deteriorate — and that’s the last thing you need at this time. On the plus side, there are … [Read more...] about Alzheimer’s Care Tips: Get the Help You Need
Living in a Digital World and the Importance of Planning for Cryptocurrency
Cryptocurrency has become increasingly popular as a form of investment in recent years. More and more established financial institutions recognize cryptocurrency and allow its use. As cryptocurrency becomes mainstream, it’s important to consider estate planning implications for holding this digital asset. Read on to learn more. … [Read more...] about Living in a Digital World and the Importance of Planning for Cryptocurrency
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest amounts can be a powerful estate planning tool. Read on to learn more. … [Read more...] about Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
