For avid travelers, the accumulation of significant frequent flyer miles is common. Considering the potential value of these miles, it becomes crucial to assess their inclusion in your estate planning
What asset protection strategies are you deploying? While estate planning largely revolves around the tax-efficient transfer of wealth to loved ones, safeguarding that wealth from unjustified lawsuits or unfounded claims
If charitable giving is an important part of your legacy, consider the options available to help ensure that your contributions effectively serve your intended charitable objectives. Of course, making direct
If you’ve been asked to assume the role of executor for the estate of a close friend or family member, it’s crucial to fully comprehend the duties and possible risks
For 2023, the federal gift and estate tax exemption amount stands at $12.92 million ($25.84 million for married couples). However, if Congress does not take any action, this amount is
When it comes to estate planning, the fate of a family home holds significant emotional weight for numerous individuals. The sentimental value attached to vacation homes further intensifies these emotions,
Arguably the most common reason people put off estate planning is naming a guardian for their minor children. There’s no doubt that this is a difficult decision for parents to
The “Sandwich Generation” refers to those who are currently taking care of your children and elderly parents. It may be personally gratifying to help your parents, but it also can
Estate planning can be further complicated if you have a spouse or partner. Because even if you and your spouse have agreed on most major issues in the past —
It may be tempting to view new inheritance as ‘found money’ that can be spent freely. However, unless your current financial plan can ensure that you’ll comfortably reach all your
