Articles & Information

For Unmarried Couples: Estate Planning is Indispensable

Date posted: October 18, 2018

When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. It may not be the plan they would have designed, but at least it offers some measure of financial security. Unmarried couples, however, have no such backup plan. Unless they carefully spell […]

2 Ways to Transfer a Family Business

Date posted: October 12, 2018

For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from one generation to the next. The best approach depends on your particular circumstances. If your net worth is well within the estate tax exemption ($11.18 million for 2018), for example, you might […]

Retiring abroad? Review your estate plan before making the move

Date posted: October 9, 2018

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to understand the potential tax and estate planning implications. If you don’t, you could be hit with some unpleasant surprises. Avoiding the pitfalls If you’re a citizen of the United States, U.S. taxes […]

Estate Planning Solutions For Members Of The “Sandwich Generation”

Date posted: October 8, 2018

Are you familiar with the term “sandwich generation”? If you’re currently caring for your children and your elderly parents, all the while trying to save for retirement, consider yourself a member. As a member of the sandwich generation, it’s critical that you be sure your estate plan reflects your current situation.   A Balancing Act […]

You’re Getting Divorced

Date posted: October 5, 2018

If you’re divorcing, it’s important to review your estate plan as early as possible, for two reasons: First, you may wish to revise your plan immediately to prevent your spouse from inheriting or gaining control over your assets if you die or become incapacitated before the divorce is final. Second, although a divorce judgment or […]