Gifting can help you minimize the value of your estate. The federal estate tax exclusion amount is $11.58 million in 2020. This is an appealing
Serving as an executor requires both time and energy. You have been asked to serve as an executor (also known by the gender neutral title
Do not risk your farm or ranch with poor estate planning. You are a farmer or a rancher. You carry on the rich legacy of
Combining households could be helpful for extended families. Many Americans reside in nuclear family households. What does this mean? Parents and children reside in a
Business owners require thorough estate planning. You own a business. Perhaps you own more than one business. Whatever the situation, your have a lot of
You could missing key parts of your estate planning. You have met with an experienced estate planning attorney. Your last will, advance directives, and powers
You should prepare for possible incapacity. No one can predict exactly what will happen to them in life. Everyone is born. Everyone dies. What happens
A Roth conversion may be a wise choice during these uncertain times. Planning for retirement is never easy. It requires budgeting and sacrifice. Saving for
Choosing to disinherit a family member requires appropriate estate planning. You have decided to disinherit a family member. Perhaps another loved one needs the money
Fiduciary duties require trustees to act on behalf of the trust first and foremost. Inheritances can bring out the selfish side of individuals. No, really.
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
