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Should I Create a Trust?

Establishing a trust is a great first step in estate planning.

Posted on: May 24, 2021

How Do I File Taxes on a CARES 401(k) Withdrawal?

Penalties were waived on 401(k) and IRA withdrawals for coronavirus costs, but you still owe the taxes.

Posted on: May 21, 2021

What Is the Purpose of an Estate Plan?

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.

Posted on: May 20, 2021

What Is a Transfer on Death Deed?

Lots of people “forget” to have a will prepared.

Posted on: May 19, 2021

Can Estate Taxes Be Avoided with a Trust?

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.

Posted on: May 18, 2021

Should Parent Transfer House to Kid?

What are the advantages and disadvantages of a parent transferring the title of a home to a child?

Posted on: May 17, 2021

Does Executor have to Be a Family Member?

What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?

Posted on: May 14, 2021

What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

Posted on: May 13, 2021

How Digital Assets Figure into Estate Planning

Estate planning isn't just about hard assets anymore. Who will read your email when you die?

Posted on: May 12, 2021

I am Concerned That My Son-in-Law will get My Estate

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.

Posted on: May 11, 2021