inheritance planning
You Have a Will. So You're Covered, Right?
A will is the floor, not the finish line. Three things it quietly leaves out, and the one part no document can cover. The first in our Passing It On series.
inheritance planning
Clutter or Confidence: When 'I Know Where It Is' Isn't Enough
Marie prided herself on knowing where everything was, but when her memory faded, her sons faced a nightmare trying to find her important documents.
inheritance planning
The Life Insurance You Bought at 35 Was Built for a Different Job
Most people argue about whether they need life insurance. That is the wrong question. The right one is what job you need it to do right now, because the answer changes three times over your life, and the policy that was perfect at 35 is often the wrong tool at 65.
inheritance planning
Gifting to Your Kids Without Paying Gift Tax: Is It Possible?
Many parents want to provide financial support to their children while they're still alive. The short answer is yes, you can gift $200,000 without paying gift tax if you understand how to use your federal exemptions wisely.
inheritance planning
What Else Did Dad Have? The Hidden Asset Problem
One of the most stressful parts of losing a loved one isn't just the emotional toll, it's the uncertainty that follows when you're left to manage their estate.
inheritance planning
September Soars In: Estate Planning and Medicare Prep
As summer ends and family grows, it's time to update estate plans and get ready for Medicare Annual Enrollment Period.