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February 15, 2012
Did you know that there’s a wealth-transfer technique you can use to reduce your taxable estate and keep more of your assets for your heirs? You can make annual gifts of up to $13,000 ($26,000 per married couple) to as many people as you wish without incurring federal gift taxes. An example: A married … Read More: Gifting: a win-win proposition September 21, 2011
Guest Post By T. Troy McNemar, Attorney, McNemar Law Offices, P.C. Properly Fund and Review Your Revocable Living Trust A revocable living trust agreement is a terrific mechanism for estate planning. But, in general, your assets must be titled in the trust’s name (referred to as “funding”) to avoid probate upon your death. … Read More: Avoid a Common Estate Planning Mistake August 24, 2011
Taking proactive financial planning steps such as planning your estate, can help you feel more empowered and in control, even in times of uncertainty. One important aspect of that is creating an organized and detailed filing system for key documents and information. This will not only help you feel more in control of your … Read More: Estate Planning: Getting Organized is Easy August 4, 2011
A common misconception is that estate planning is only for the wealthy. Estate planning is simply the process of planning the transfer of your personal assets to your chosen beneficiaries. It is important to communicate how you would like your assets distributed upon your death; and it is important to plan ahead regardless of … Read More: Estate Planning Basics |
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