Many people think the purpose of estate planning is to make sure your assets and belongings will go to the people and organizations you want to have them after you die, with as little delay and costs (fees and taxes) as possible. And that is a correct purpose. But good estate planning goes beyond this—it plans for someone to take your place (a successor) when you are no longer able to perfor...
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Parents are often reluctant to share their estate plans with their adult children. Some may feel it is a private matter, only to be unveiled after their death. Many are afraid of creating relationship problems within the family, for example if one child is chosen to be a trustee or executor over the others or if inheritances are not equal. But explaining your decisions now to your family, in a gen...
Many people put off having the proper documents and organizing their information because they don’t want to think about their own death. But much of this same information will be needed if you become ill or injured and spend time in a hospital and rehabilitation. Here is a general checklist of documents and information that should be updated and organized. You will surely think of more as y...
Taking Away Dad’s Checking Account
Fox Business News interviews WealthCounsel Member Merrell Bailey
Reuters quotes Matthew T. McClintock in article regarding estate planning.
More heirs wait as wills dole out money slowly
Tax Tip: Figuring Out Your Stock's Cost Basis
IRS 2011 Audit Rates Show Estate Tax Returns under the Microscope
Don't Gamble With Gift Tax Returns
Obama Budget Endangers Some Estate Planning Techniques
Estate Planning Moves BEFORE Sequestration Is Resolved
New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
New Estate Tax Rules Call for New Planning Tactics
Advisors Struggle to Serve Aging Boomers: Report
Want to Avoid the Estate Tax Cliff? Five Ways to Help
What a Tangled Web We Leave
The Wall Street Journal
Investors Worry More About Long-Term Care Than Retirement Planning: UBS
What the “Fiscal Cliff” Resolution Means for Personal Estate Planning
The Deadline Every Married Person (And Financial Advisor) Needs To Know About
Estate Tax Law: The Meaning for Annuities
The End of a Decade of Uncertainty Over Gift and Estate Taxes
New York Times
Fiscal Cliff Deal Repeals CLASS Act, Creates Long-Term Care Commission
New Year Resolution: Getting Your Insurance Coverage in Order for 2013
The Promise and Risks of Medicare Managed Care
6 Reasons You Should Love New Estate Tax Laws
Congress Urged To Create Tax-Free Disability Savings Accounts
Finally, Estate Planners Can Read The Tax Code - Not The Tea Leaves
Resources and News Archives
Financial Planning/Life Insurance Planning
Special Needs Planning
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- Just How Important is Your "Legacy" to Your Kids?