Eight Common Estate Planning Mistakes
Estate planning mistakes can upend your best efforts to protect your family's finances after your death. Everyone can benefit from...
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RetirementGuy
- Mar 28
- 1 min
Estate Planning Guide and Checklist for 2024
Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...
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RetirementGuy
- Feb 22
- 1 min
Estate Planning For Singles
After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...
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RetirementGuy
- Feb 1
- 1 min
10 Things You Should Know About Estate Planning
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder...
126 views0 comments
RetirementGuy
- Nov 3, 2023
- 1 min
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...
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RetirementGuy
- Aug 24, 2023
- 1 min
Estate Planning Amid Family Estrangement: Limiting the Fallout
It’s an unfortunate reality that estrangement from family members can be relatively common in our society. Cornell University sociologist...
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RetirementGuy
- Jun 26, 2023
- 1 min
Which Is Best For Your Estate Plan: A Will Or Trust?
There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for...
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RetirementGuy
- Nov 3, 2022
- 1 min
Estate Tax Portability - Computing The DSUE Amount
Recent blog posts discussed how the temporary portability regulations addressed several issues involved with making a valid portability...
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RetirementGuy
- Oct 31, 2022
- 1 min
18 States With Scary Death Taxes
Most people shouldn't be afraid of federal "death taxes." For 2022, only estates worth $12.06 million or more ($24.12 million or more for...
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RetirementGuy
- Jun 2, 2022
- 1 min
Preserving Estate Wealth Using Tax Benefits for Business Real Estate
How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks,...
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RetirementGuy
- Aug 5, 2021
- 1 min
33 States with No Estate Taxes or Inheritance Taxes
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...
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RetirementGuy
- Apr 1, 2021
- 2 min
Checklist for what to do when a loved one passes
If you are thinking ahead and considering the emotional toll that managing your estate can have on your loved ones, your plan should...
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RetirementGuy
- Dec 31, 2020
- 1 min
Instructions for the afterlife: Preparing for the inevitable
Instructions for the Afterlife: Preparing for the Inevitable This is a guest post from Robert Brokamp of The Motley Fool. Robert is a...
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RetirementGuy
- Oct 1, 2020
- 1 min
5 Estate Planning Tips to Keep Your Money in the Family
IF YOU'RE SINGLE AND die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in...
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RetirementGuy
- Sep 11, 2020
- 2 min
Aging Parents and Money
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a...
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RetirementGuy
- Sep 3, 2020
- 3 min
Life Insurance and Divorce: Protecting Your Family's Future
Sometimes in life things don't work out as planned. One of the most trying examples of this is when a couple decides they can't make...
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RetirementGuy
- Jul 2, 2020
- 4 min
5 Avoidable Mistakes in the Will You Write
Written by Kiplinger.com I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and...
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RetirementGuy
- Jun 11, 2020
- 3 min
Benefits of Conservation Easements
A conservation easement is a voluntary legal agreement between a landowner and another party, usually a government agency or nonprofit...
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RetirementGuy
- Jun 10, 2020
- 5 min
How to Develop Effective End-of-Life Plans
US NEWS AND WORLD REPORT [From Bob's Library] Retaining control over life decisions and maintaining dignity as the end of life approaches...
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RetirementGuy
- May 29, 2020
- 1 min
Annual 2020 Limits & Rates
Want a single PDF that covers many of the most popular tax limits and laws. From tax brackets, IRA contribution limits, Medicare Premium...
323 views0 comments
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