Is There an Income Tax Time Bomb Lurking in Your Estate Plan?
By : Keith Smith | Category : Estate Planning | Comments Off on Is There an Income Tax Time Bomb Lurking in Your Estate Plan?
29th Sep 2016
As the federal estate tax exemption has ballooned from $1.5 million eleven years ago to $5.45 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer … more
What To Do When a Disability Throws Your Estate Plan Into Chaos
By : Keith Smith | Category : Estate Planning | Comments Off on What To Do When a Disability Throws Your Estate Plan Into Chaos
9th Sep 2016
As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.” Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. A car accident, sudden illness, workplace injury or chronic medical … more
What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning
By : Keith Smith | Category : Estate Planning | Comments Off on What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning
5th Aug 2016
Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. 1. Pablo Picasso – The great Dada artist died in 1973 … more
Your Cyber Legacy: 3 Tips for Your Digital Assets
By : Keith Smith | Category : Estate Planning | Comments Off on Your Cyber Legacy: 3 Tips for Your Digital Assets
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They … more