Articles Posted in Estate Planning

Online or DIY Rather Than ProfessionalsThere are dozens upon dozens of websites that will profess to offer you just the right discounted estate planning documents… Internet sites can provide you with documents but no actual advice that fits you in the context of your specific financial and personal life. What happens when the laws change? Does the document create an unnecessary tax if the state and federal law diverge substantially? Also, use an experienced estate attorney. Forbes.com

F Forbes recently shared its list of 7 Major Errors in Estate Planning. I’d like to share them, one at a time, with comments, and then add a couple they missed. Rather than swamp you with a treatise, here’s one that I really feel passionate about.

When people think of technology, they think of a fast-paced, growing field. When they think of the law, they tend to think of stagnant printed volumes of laws stacked together in a library. The difference between the pace of technological development in space technology and estate planning technology is not as great as many imagine.

First, let me share the fabulous news about “Retirement Accounts” then the bad news that I have to tell all the people who ask me about investment choices in a Retirement Account.

It’s that time of year again. No matter what your religion or traditions, you may be planning to use time off from work to visit with family including your parents. Some children will notice their parents slipping – unable to process things the way they used to. Other parents will appear just fine but you’ll still worry about the what-ifs.

The Wall Street Journal’s Kelly Greene covered a Congressional proposal to end this attractive opportunity earlier this year.

CONGRESS MAY IMPOSE RETROACTIVE ESTATE TAX