Estate Planning

New Gift Tax Rules Can Save You Big
Estate Planning

New Gift Tax Rules Can Save You Big

July 30, 2012

Traditionally, taxpayers with big estates have made large gifts to family members to reduce the eventual tax on their estates.…

How to Avoid Fights Over Drafting a Will

How to Avoid Fights Over Drafting a Will

Wynne A. Whitman, Esq. | July 27, 2012

Who gets what Preparing a will turns into a battle of wills for too many couples and families. Creating or…

Make Your Heirs Millionaires

Make Your Heirs Millionaires

Ed Slott, CPA | July 19, 2012

Your most important estate-planning document is not your will... Though a will is typically the document that gets the most…

Go Your Own Way: Eight Alternatives to a Traditional Funeral
Estate Planning

Go Your Own Way: Eight Alternatives to a Traditional Funeral

Joshua Slocum | June 6, 2012

When a loved one dies, his/her relatives, friends or estate often pay upward of $10,000 for a "full-service" funeral without…

If You’re Considering Cremation…Don’t Get Tricked Into Overpaying
Estate Planning

If You’re Considering Cremation…Don’t Get Tricked Into Overpaying

Joshua Slocum | May 11, 2012

Cremation can cost $1,000 or less in most regions, a fraction of the price of a simple burial, which costs…

Estate Planning Time Bombs
Estate Planning

Estate Planning Time Bombs

March 28, 2012

When reviewing your estate plan, watch out for common traps that can ruin your legacy… Trap: Lost or obsolete beneficiary…

Picking the Wrong Executor Can Ruin Your Estate

Picking the Wrong Executor Can Ruin Your Estate

Norman M. Boone, CFP | March 14, 2012

Avoid these traps... You need a will is basic estate-planning advice. Without a will, at your death your assets will…