Jointly owned property may avoid probate. When more than one person has concurrent ownership of an asset, it is considered jointly owned. Some couples choose
The generous Trump era estate and gift tax exemptions are in countdown mode. According to an article in The Wall Street Journal titled “Estate and
Investing in cryptocurrency can have financial and estate planning impacts. Making investments is a risky business by definition. Even so, stocks and bonds and other
It is important to adjust estate planning for changes in tax law. It has been said “the only constant is change.” People get older, trends
The federal estate tax is likely to affect more people under the President Biden administration. The estate tax threshold has been farm, ranch, small business,
A Donor-Advised Fund can help those with charitable hearts distribute donations. Many who do have money choose to give to others. One way is by
Estate planning laws may change under Joe Biden. New leadership brings changes. This is true of companies, teams, and the United States government. The recent
You could save money on your Medicare plan with appropriate planning. The start of autumn means Medicare open enrollment is drawing near. If you are
Trust beneficiaries may need to pay taxes on distributions. A trust is a useful estate planning tool. It holds assets and distributes them to the
Family businesses require careful planning for future longevity. Very careful. You are a small or mid-sized business owner. In fact, your business is a family
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