Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate
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The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms
The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to
Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)
Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old
Effects of the Supreme Court’s Ruling on Same-Sex Marriage
Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning
Defining Your Legacy
Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven
Life Estate Can Be a Big Estate Planning Tool
Most people’s most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical
If You Don’t Make a Will, Then What?
For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you
Estate Planning Options for High-Wealth Individuals
While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because
Full Disclosure Estate Planning
For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the
Estate Planning for Widows
Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with
Retirement: Are You Ready?
Believe it or not, the last five years before you retire may be some of the most critical in retirement planning. Don’t wait until the
What Just Happened? You Need to Consider Estate Planning
With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace
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