Summary: The step-up in basis provision is a powerful tool in the estate planning workbox. It helps families shield inheritances from estate tax. Click through to learn about its history and — most importantly — what it means for you. The step-up tax adjustment has been under siege for decades but has so far survived the […]
Summary: Trusts are powerful estate planning tools, but before you create one, you need to know which kind is right for you and how they work. Click through for an overview of the different types of trusts so you can make an informed decision.Trusts are used in estate planning to transfer assets to beneficiaries. Trusts […]
One of the most important decisions you will make as part of your estate plan will be choosing an executor — the person who will carry out your final wishes. Click through for a look at the duties in order to help you choose someone who is up to the tasks.When you write a will, […]
Looking for some reminders in these uncertain times? Now more than ever, you’ll likely need advice on how to properly manage your finances in ways that benefit you in the long run. Click through for some money management tips and finance tricks for seniors.The first tip is to always question where you are planning to […]