No one wants to think about death or dying, yet it is inevitable. Ignoring that fact causes many of us to delay planning, which, if the unexpected happens, can result in issues that could have been avoided. That is why everyone should have a will. Without a will, you are leaving what happens to you […]
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Caregiving and Retirement Savings
Over three-quarters of the respondents in Fidelity’s 2021 American Caregivers Study understood how difficult taking care of a disabled family member was. They insisted they had no other choice and that the decision was more emotional than practical. Their devotion still takes a toll on their stress levels and own retirement planning, though. At times, they […]
Work Around Retirement Myths
Retirement is highly individual and must be tailored to personal circumstances. It may appear to be a general balancing act between reduced activity and consumption versus increased health care costs and inflation, but even these outlays are subject to differing ages, interests, and locations. Beware of oversimplified rules of thumb when your entire future is […]
Do You Want to Discuss Dynasty Trusts?
Dynasty Trusts present a great opportunity to pass significant wealth on to future generations. If structured properly, the assets of a Dynasty Trust pass with minimal gift, estate or generation-skipping transfer tax consequences. As we approach the sunset of the temporarily doubled Applicable Exclusion Amount, practitioners and clients should consider whether a Dynasty Trust makes sense for them.
Planning for a Special Needs Child
Planning for a special needs child takes special consideration, especially in terms of estate planning. To be sure your child is cared for the way you would like, you need to get your affairs in order. By following the steps outlined below and consulting with a qualified professional who can help you design a plan […]
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate will end up embroiled in a court battle as we see with other celebrity estates, that doesn’t mean that we can’t learn anything from his death and Estate Plan.
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