Is It Time to Get Rid of that By-pass Trust?
A long standing strategy to avoid estate taxes may no longer be needed. The by-pass trust has been a standard estate planning tool for quite some time. A somewhat typical plan for a married...
Tagged: estate planning
For use on keeping it page first column under Estate planning – Information for you
How to pass your Investments onto your children in your Will
How to pass your Investments onto your children in your Will The issue of passing investments onto children impacts on your savings, the type of retirement plan you choose and also how you make...
Should You Consider Second to Die Life Insurance in Your Estate Plan?
If you are like me, you may have considerable amounts of your estate in IRAs. I have a traditional IRA (money went into it pre-tax so all money coming out is taxable as regular...
Six Easy Estate Plan Checkup Tasks
No one likes to think about death and no one likes to spend precious time dealing with something that will happen after they die. You are doing this only for those who come after,...
Donating Your Body? Prepare Your Heirs
Most people probably don’t give a whole lot of thought to what they want to happen to their body when they die. First, it isn’t something pleasant to contemplate and second, it won’t be...
How to Earn Money After You Die
Did you know that Forbes has a list of top earning dead celebrates? Thirteen dead stars earned a combined amount over half a BILLION dollars, after they died, just in the past 12 months....
Review of: The M Word – a Book about Family Money Meetings
Review of: The M Word – The Money Talk Every Family Needs to Have About Wealth and Their Financial Future by Lori R. Sackler Summary: This book is a thorough guide to understanding...
Have You Ever Tested Your Estate Plan?
You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...
Test Your Own Estate Plan
If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...
Help Your Executor NOW, Before You Die – 6 Essential To-Dos
Assuming you have set up a will and maybe a trust here are 5 other essential things to do NOW to help your executor or successor trustee deal with your instructions and your family’s...
