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Estate Planning and Minors
MAJORING IN MINORS
Do you have any minor children (i.e., under age 18 in most states)? If you do, then your calendar is likely filled to overflowing with their school commitments and extra-curricular activities. Besides time, all of these commitments and activities require money … and lots of it. Since your children are worth the investment of both your time and your money, what plans have you made for them in a world without you? What would happen if your children were orphaned today?
Adult Education
INSIDE
By and large, Americans are a rather independent lot. Our front-page article reviews some fundamental threats to our personal independence in the context of young adult Americans. You will want to share this article with the young adults in your life.
Americans cherish their personal independence. Each of us has the freedom and responsibility to make our own personal, health care and financial decisions upon reaching adulthood (i.e., age 18 in most states). If you have loved ones who are young adults, or soon will be, then you should share this article with them. We will review some fundamental threats to personal independence encountered by young adult Americans. Continue reading
Facing Facts
March 2012 Newsletter – Facing Facts Death Taxes (download as PDF)
FACING FACTS
It can be difficult to ponder our own mortality. That is just our human nature. Nevertheless, the clock is ticking for each of us. Our front-page article highlights some critical issues we all need to address while there is still time to make proper financial and legal plans.
It has been said that there are only two certainties in life: death and taxes. Nevertheless, even these two certainties differ markedly in their respective degrees of certainty. Whereas taxes can be minimized, deferred or even legally avoided (but not evaded, as discovered by infamous gangster Al Capone), death awaits us all and is often preceded by a period of incapacity. Whether one is a prince or a pauper, both incapacity and death can arrive without warning. Continue reading
Generational Generosity
February 2012 Estate Planning Newsletter (PDF Link)
Would you prefer to transfer more wealth to your family instead of the IRS? Our front-page article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
Would you rather transfer your wealth to the IRS or to your loved ones? If you answered the IRS, then disregard this article. On the other hand, if you answered your loved ones, then read on. We will review some of the relevant tax rules for lifetime gifting and then examine two common transfer methods (along with a few of their potential pitfalls).
