Estate Planning

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital gains, some unlucky households can find that unanticipated rules on state tax laws can...
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By James O'Brien. If you meet the threshold for?estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding exemptions and gifts have changed, and the impact could be far-reaching for your family...
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When beginning to plan for leaving their property to heirs, people are confronted and frightened by the high estate tax rates and rush to utilize sophisticated estate planning techniques to avoid them. Yet, there are some...
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Land "rich" and cash "poor". That describes Jim and Angela in a nutshell. While they actually live quite comfortably on their professional incomes, they are getting closer to retirement age and are looking for ways to...
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Protect your assets from taxes with this powerful estate planning tool. One of the ways the federal government generates money is by collecting estate tax, which is a tax on the property you transfer upon your death. In...
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You will recall that an estate owner's family will be the recipient of capital from four sources in addition to his government programs: his personal assets, real estate, business assets, and life insurance. We have found...
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If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to you? If I could also show some of you how to maximize your retirement savings, would...
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In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might be asking yourself: How can I build wealth by giving it away? We started the...
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A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or bypass trust, holds assets to preserve the estate tax exclusion amount. That amount...
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Many of you have probably heard of trusts used as an estate planning tool to help people distribute their assets as they intended upon their death. While the decision around estate planning is deeply personal, using the...
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