Category: Executor/Trustee Issues

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39 Wealth Management Issues Business Continuation Planning Estate Planning for Pets Executor/Trustee Issues Family Financial Values Financial Continuity with the Loss of Family Member Financial Planning Life Insurance Planning Self-Actualization

Answer the Questions Before Your “Important People” Have to Ask: Write a Direction Memo™

Your Direction Memo™ can help you answer difficult questions that your loved ones may have after you're gone. By writing out your wishes and intentions, you can provide peace of mind and clarity for those who remain. Some questions your Direction Memo can help answer include: - Who will handle my estate? - How do […]

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39 Wealth Management Issues Executor/Trustee Issues Pre and Post-Marital Agreements Titling of Assets Trust & Estate Planning

Choosing an Estate Planning Attorney

Although any lawyer can draw up a simple will for straightforward situations, such as naming the beneficiary of one's 401(k), seasoned trust-and-estate lawyers can help navigate more complicated situations involving several trusts and multiple heirs. Questions for Your Potential Estate-Planning Lawyer The following questions will help you learn about estate planning and determine if a prospective estate […]

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39 Wealth Management Issues Estate Planning Checklist Executor/Trustee Issues Financial Planning Titling of Assets Trust & Estate Planning Trusts

Checklist to “Fund” a Revocable Living Trust

Creating your Trust is just the first part of the Estate Planning process. After you sign your Trust document, the next step is to fund the trust. The method of funding a trust involves transferring assets to it.  Tips for  Funding a Trust  This guide is meant to serve as a helpful starting point for […]

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39 Wealth Management Issues Aging Issues Asset Allocation Issues Asset Protection Business Continuation Planning Business Succession Planning Charitable Giving During Lifetime Charitable Giving Through Estate College Expense Planning Debt Financing Debt Management Defined Benefit Plan Strategy Disability Protection Durable Power of Attorney Issues Executor/Trustee Issues Family Financial Values Financial Continuity with the Loss of Family Member Future Taxable Event Triggers High Correlation of Asset Allocation Household Budgeting Illiquid Investments Impending Major Purchase Income Tax Planning Investment Over-concentration Investment Risk Management Life Insurance Planning Lifetime Gifting to Children/Descendants Medical Coverage/LT Care Planning Non-U.S. Citizen planning Nonqualified Employee Benefits Pre and Post-Marital Agreements Real Estate Retirement Income Self-Actualization Social Security Decisions Special Needs Planning for Loved Ones Titling of Assets Wealth Transfer Through Estate

2021 Federal Tax Guidelines

Every year, the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent “bracket creep,” when people are pushed into higher income tax brackets or have reduced value from credits and deductions due to inflation, instead of any real income increase. The IRS used the Consumer Price Index (CPI) to measure inflation before […]

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