14 Apr Famous People Who Died Without Proper Planning
The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you're in. Nevertheless, it's surprising how many American adults...
Estate Plan
14 Apr Creating Your Own Operation London Bridge
"London Bridge is down." On September 8, 2022, those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral...
13 Aug Avoiding Probate
Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the...
11 Aug Do You Have a Will?
A 2021 Gallup poll found that only 46% of U.S. adults have a will — similar to the results of other Gallup polls over the last 30 years. It's not...
23 Feb 2022 Key Numbers-Estate Planning
Key indexed figures 2021 2022 Annual gift exclusion: $15,000 $16,000 Gift and estate tax applicable exclusion amount: $11,700,000 + DSUEA1 $12,060,000 + DSUEA1 Noncitizen spouse annual gift exclusion: $159,000 $164,000 Generation-skipping transfer (GST) tax exemption: $11,700,0002 $12,060,0002 Special use valuation limit (qualified real property in...
05 Oct A Map for Your Family
A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as...
13 Jan Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it's likely that this...
17 Dec 2021 Estate Planning
1 Basic exclusion amount plus deceased spousal unused exclusion amount (exclusion is portable for 2011 and later years) 2 The GST tax exemption is not portable 2020 and 2021 gift and estate tax rate...
23 Oct Incapacity and Advance Medical Directives
At some point in your life, you may lose the ability to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled...
