Category: Pre and Post-Marital Agreements

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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 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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