One Common Estate Tax Error That Could Cost You
Takeaways Many high-net-worth families make the costly mistake of not filing an estate tax return when the first spouse dies, even when no taxes are due. If they fail to file IRS Form 706, the
7 Steps Before Meeting With an Estate Planning Attorney
Takeaways You do not need to have every estate planning decision finalized before meeting with an attorney. A basic inventory of your assets can help you avoid overlooking important property or accounts. Identifying potential beneficiaries
8 Estate Planning Myths Debunked
Takeaways Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate planning can lead to significant problems. Consult a professional and
Executor Duties and Authority
An executor is the person named in a Last Will & Testament who is responsible for managing the administration and distribution of the estate of a deceased individual, the “decedent”. For persons who die without
Should You Sell Your Life Insurance Policy?
Many older adults have life insurance that they no longer need. With children grown and no debt, the purpose for which the insurance was acquired no longer exists. Life insurance is an asset that many
When Your Child Turns 18: Powers of Attorney and HIPAA Forms
Takeaways When a child turns 18, parents no longer have automatic access to their medical records or financial accounts. Powers of attorney with HIPAA authorization provisions can help parents assist in an emergency. These documents
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2017
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