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Family Wealth and Estate Planning Articles

 

Off-Set the Cost of Long-Term Care Insurance

Off-Set the Cost of Long-Term Care Insurance

Posted by D’Marie Murray on September 17, 2021

Nothing can throw a wrench into an estate plan like incurring long-term care (LTC) expenses. Learn about your insurance options to offset LTC costs.

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Planning for Year-End Gifts

Planning for Year-End Gifts

Posted by Cheryl A. Jankowski on September 10, 2021

There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year-end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.

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Don’t Overlook These Three Estate Planning Strategies

Don’t Overlook These Three Estate Planning Strategies

Posted by D’Marie Murray on September 10, 2021

For those who have a high net worth, the main focus of their estate plans is to reduce estate tax liability. Here are three strategies not to be overlooked.

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Should Your Will Signing Be Recorded?

Should Your Will Signing Be Recorded?

Posted by Isabella Newman on August 26, 2021

Before recording your will signing, consider alternative strategies to prevent a contested will.

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Intrafamily Lending - Consider a Family Bank

Intrafamily Lending - Consider a Family Bank

Posted by Cheryl A. Jankowski on August 06, 2021

Are you ready to take intrafamily lending to the next level by establishing a family bank?

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Avoiding Probate in Estate Planning Matters

Avoiding Probate in Estate Planning Matters

Posted by Robert Ingrasci on August 03, 2021

In basic terms, probate is the process of settling an estate and passing legal title of ownership of assets to heirs. The part most people dislike about the process is that it’s public.

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Stepped-up Basis for Inherited Property

Stepped-up Basis for Inherited Property

Posted by Michē Needham on July 26, 2021

Have you inherited assets or are you planning your estate? If so, it’s crucial to understand the current “step-up” basis rules and why they might change.

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Heading Across State Lines with your Trust Requires Planning

Heading Across State Lines with your Trust Requires Planning

Posted by Mark Stack on July 20, 2021

If you’re looking to relocate a trust to a tax-friendlier state, consider the pluses and minuses before hitting the road.

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Does Your Estate Plan Address Your Grandchildren in a Fair Manner

Does Your Estate Plan Address Your Grandchildren in a Fair Manner

Posted by Jeffrey Budzinski on July 16, 2021

Life insurance is one option to consider when addressing your grandchildren in your estate plan.

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Can Senior Citizens Write off Medicare Premiums?

Can Senior Citizens Write off Medicare Premiums?

Posted by D’Marie Murray on June 24, 2021

If you have Medicare insurance (including supplemental), you know it can be expensive to get the coverage you want, but you may be able to deduct the cost of premiums, along with other medical expenses, on your tax return.

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