Estate Planning
Four Things to Know About Making Lifetime Gifts – Part 2
Making lifetime gifts is an excellent strategy to minimize overall estate taxes.
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Utilizing a Gifting Strategy for Your Estate – Four Things to Consider
Maximizing the use of the annual gift tax exclusion is one of the most effective estate tax saving techniques available to most taxpayers.
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Four Things to Know About Living Trusts
A will is often an individual’s first estate planning tool, but it should not be the only item on your planning to-do list.
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Four Ways to Review Your Estate Plan Before Traveling
The holidays are a popular time to make sure you have either created or updated your estate plan, especially if you are traveling!
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Required Minimum Distributions – Four Things to Know about RMDs
Due to the COVID-19 pandemic, Congress had suspended the rules for RMDs in 2020, but the rules have been restored for the 2021 tax year. Here are four things to know about RMDs:
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Choosing Fiduciaries- Four Key Roles
Here are four key roles you will need to fill when choosing fiduciaries:
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Estate Planning for Digital Assets (Part 3) – RUFADAA
Here are four things to know about the RUFADAA:
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Estate Planning for Digital Assets (Part 2) – Four Reasons to Plan Now
Here are four important reasons to plan now for fiduciary access to your assets:
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Estate Planning for Digital Assets (Part 1) – Four Things to Do Now
Here are four steps you can take now to begin properly planning for your digital assets (part 1):
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Four Ways to Review Your Estate Plan
Here are four ways to review your estate plan before the holiday season:
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