Renting to a relative? Watch out for tax traps
If you own a home and rent it to a [...]
Should you consider a psychiatric advance directive?
Many people include health care powers of attorney or advance [...]
In your own words: A letter of instruction complements a will
A smart estate plan should leave no doubt as to [...]
Do you qualify for the QBI deduction? And can you do anything by year-end to help qualify?
If you own a business, you may wonder if you’re [...]
Don’t Overlook Foreign Assets When Planning Your Estate
You’d be surprised how often people fail to disclose foreign [...]
What’s the difference between a springing and a nonspringing power of attorney?
Estate planning typically focuses on what happens to your children [...]
Instill Family Values with a FAST
Instill family values with a FAST You create an estate [...]
Understand your spouse’s inheritance rights if you’re getting remarried
If you’re taking a second trip down the aisle, you [...]
Estates Now Have an Additional Three Years to File for a Portability Election
Portability allows a surviving spouse to apply a deceased spouse’s [...]
CLTs: A Charitable Trust That Takes the Lead
Are you inclined to donate assets to a charity for [...]
