Tag Archive: Estate Planning

Take Advantage of These COVID Estate Planning Opportunities by the End of 2020

2020-12-07

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2020-12-07

May you live in interesting times. Although that sounds like an ancient blessing, it’s believed to be a Chinese curse casting instability and uncertainty on the person who hears it. Blessing or curse, it’s a great description of the year we’ve just come through, and in spite of all the turmoil, there are some things you can do before the end of 2020 to take advantage of all the madness.

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17 States that Charge Estate or Inheritance Taxes

2020-11-03

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2020-11-03

State Estate & Inheritance Tax Rates & Exemptions in 2020
Death tax, inheritance tax, estate tax—call it what you will, they all mean that some government entity wants to put its hand in your pocket or your heirs’ pockets, after your demise.

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5 Estate Planning Myths That Can Derail Your Estate Plan

2020-10-18

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2020-10-18

You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with your assets when you’re gone? How do you want them distributed? That’s where a good estate plan comes in.

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