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Category: Estate Planning

Take A Balanced Approach To Retirement And Estate Planning Using A Split Annuity

Posted on July 8, 2022July 12, 2022

If you’re approaching retirement or have already retired, one of the biggest challenges is balancing the need to maintain your standard of living with your desire to preserve as much […]

Posted in Estate Planning, Retirement

Addressing Adopted Children Or Stepchildren In Your Estate Plan

Posted on May 15, 2022October 5, 2022

Families that have children who are adopted, or stepchildren who haven’t been legally adopted, may face unique estate planning challenges. Additional consideration must be taken when a family includes an […]

Posted in Estate Planning, Personal TaxesTagged adopted inheritance, blended family estate planning, inheritance rights

Caring For An Elderly Relative? You May Be Eligible For Tax Breaks

Posted on May 12, 2022October 5, 2022

Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also be eligible for tax breaks. Here’s a rundown of some of them. […]

Posted in Estate Planning, Personal TaxesTagged caregiver, caring for elderly relative, dependent care, eldercare

Are you and your spouse considering “splitting” gifts?

Posted on May 8, 2022August 8, 2022

Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth you can transfer tax-free. But in some cases, it can […]

Posted in Estate Planning

The HSA: A healthy supplement to your wealth-building regimen

Posted on May 7, 2022May 9, 2022

A Health Savings Account (HSA) can be a powerful tool for financing health care expenses while supplementing your other retirement savings vehicles. And it offers estate planning benefits to boot. […]

Posted in Benefits, Deductions, Estate Planning, Healthcare, Insurance, Reporting, Retirement

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The articles in this blog are published with the understanding that the authors are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.

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