Converting a Traditional IRA to a Roth IRA Can Benefit Your Retirement and Estate Plans
Retirement planning and estate planning often go hand in hand: [...]
Why a Gifting Strategy Still Matters
The IRS recently announced next year’s cost-of-living adjustment amounts. For [...]
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly [...]
Do You Have a Will?
The need for a will as a key component of [...]
Opportunities and Challenges: Valuation in the Age of COVID-19
Valuation and estate planning go hand in hand. After all, [...]
Estate Planning for the Young and Affluent Can Be Tricky
Events of the last decade have taught us that tax [...]
Don’t Choose Your Executor Too Hastily
Haste makes waste. Or, in the case of estate planning, [...]
Don’t Forget to Take State Estate Taxes into Account
A generous gift and estate tax exemption means only a [...]
Estate Planning Pitfalls Exist if a Significant Portion of Your Wealth is Concentrated in a Single Stock
Estate planning and investment risk management go hand in hand. [...]
Is Your Power of Attorney for Property Powerful Enough?
Your estate plan may include a power of attorney for [...]
