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
- 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...
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