Giving to Charity in an Estate Plan
Giving is Good They say “you can’t take it with you when you go” so what should you do with the assets you have worked so hard to earn over ...
What is a Reverse Mortgage?
Reverse Mortgages A reverse mortgage can be very appealing to anyone over age 62 who has significant equity in their home. A reverse mortgage is not like your typical mortgage ...
Your Will May Be Available to the Public
A Last Will and Testament is Not Private When a will goes through the probate process, all the details in it become part of the public record. Anyone can go ...
New Estate Tax Laws Allow Portability
Tax Relief Act The new estate tax laws which took effect in 2011 include an option for spouses to combine their tax exemptions so neither spouse loses the full amount ...
Federal Estate Tax Benefits
The Current Federal Estate Tax Benefits May Not Last The current tax legislation is set to expire in just two years at the end of 2012. Congress may decide to ...
A Sole Proprietorship in Estate Planning
Running your Own Business A Sole Proprietorship is a business directly run by an individual rather than an entity such as a limited liability company or corporation. When the sole ...
Three Instances When you Should Sell Property
When Should You Sell Property in an Estate? Deciding when to sell property in an estate will vary from family to family but some circumstances make the decision to sell ...
Estate Planning Myth
Leaving Everything to the Kids Many people think the best thing they can do for their kids is buy lots of life insurance and make sure they leave everything to ...
Residuary Beneficiary
Plan for Unforeseen Events When you create an estate plan, you name specific people, trusts, or organizations to receive all your property. Over time though, you may receive property not ...
Leaving Frequent Flyer Miles in Your Estate Plan
Your Estate Plan Can be Detailed Your estate plan can be as detailed or as vague as you wish. Obviously the more detail you put in your estate plan, the ...