Three Major Estate Plan Mistakes to Avoid
An estate plan helps designate who will receive your assets in the event of your death. Despite many thinking an estate plan is only for...
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RetirementGuy
Jul 251 min read
Eight Common Estate Planning Mistakes
Estate planning mistakes can upend your best efforts to protect your family's finances after your death. Everyone can benefit from...
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RetirementGuy
Mar 281 min read
Estate Planning Guide and Checklist for 2024
Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...
165 views0 comments
RetirementGuy
Feb 221 min read
Estate Planning For Singles
After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...
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RetirementGuy
Feb 11 min read
10 Things You Should Know About Estate Planning
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder...
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RetirementGuy
Nov 3, 20231 min read
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...
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RetirementGuy
Aug 24, 20231 min read
Estate Planning Amid Family Estrangement: Limiting the Fallout
It’s an unfortunate reality that estrangement from family members can be relatively common in our society. Cornell University sociologist...
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RetirementGuy
Jun 26, 20231 min read
Which Is Best For Your Estate Plan: A Will Or Trust?
There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for...
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RetirementGuy
Nov 3, 20221 min read
Estate Tax Portability - Computing The DSUE Amount
Recent blog posts discussed how the temporary portability regulations addressed several issues involved with making a valid portability...
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RetirementGuy
Oct 31, 20221 min read
18 States With Scary Death Taxes
Most people shouldn't be afraid of federal "death taxes." For 2022, only estates worth $12.06 million or more ($24.12 million or more for...
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RetirementGuy
Jun 2, 20221 min read
Preserving Estate Wealth Using Tax Benefits for Business Real Estate
How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks,...
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RetirementGuy
Aug 5, 20211 min read
33 States with No Estate Taxes or Inheritance Taxes
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...
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RetirementGuy
Apr 1, 20212 min read
Checklist for what to do when a loved one passes
If you are thinking ahead and considering the emotional toll that managing your estate can have on your loved ones, your plan should...
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RetirementGuy
Dec 31, 20201 min read
Instructions for the afterlife: Preparing for the inevitable
Instructions for the Afterlife: Preparing for the Inevitable This is a guest post from Robert Brokamp of The Motley Fool. Robert is a...
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RetirementGuy
Oct 1, 20201 min read
5 Estate Planning Tips to Keep Your Money in the Family
IF YOU'RE SINGLE AND die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in...
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RetirementGuy
Sep 11, 20202 min read
Aging Parents and Money
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a...
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RetirementGuy
Sep 3, 20203 min read
Life Insurance and Divorce: Protecting Your Family's Future
Sometimes in life things don't work out as planned. One of the most trying examples of this is when a couple decides they can't make...
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RetirementGuy
Jul 2, 20204 min read
5 Avoidable Mistakes in the Will You Write
Written by Kiplinger.com I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and...
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RetirementGuy
Jun 11, 20203 min read
Benefits of Conservation Easements
A conservation easement is a voluntary legal agreement between a landowner and another party, usually a government agency or nonprofit...
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RetirementGuy
Jun 10, 20205 min read
How to Develop Effective End-of-Life Plans
US NEWS AND WORLD REPORT [From Bob's Library] Retaining control over life decisions and maintaining dignity as the end of life approaches...
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