Estate planning tools – the end of the “Stretch” IRA?
A "Stretch" IRA is a system applicable in estate planning, by which an individual can extend the tax-deferred status of an inherited IRA by transferring it to a beneficiary other…
Why you Need an Estate Plan Post 2013 Tax Act
What is estate planning? During an individual's lifetime, he or she must have acquired substantial assets which would be left on earth upon death, and as such, there becomes a…
Estate Planning: 12 Things to Do Before You Die
When you die without settling your estate (by clearly stating how each of your assets would be disposed and who they will go to) through a will or trust or…
Estate Planning to Ease Your Mind Over the Holidays
The Winter holidays are here, and along with the celebrations that comes with yuletide, comes a major source of concern for parents: financial security for your family and kids. Whether…
Estate Planning Tips:
What is a Special Needs Trust? A Special Needs Trust (SNT) is a type of trust created and funded on behalf of a disabled individual to care for their needs,…
Estate planning for the young, rich and childless
For an individual having a spouse and kids, it would be an easier matter deciding whom to leave his or assets to when he or she dies, than for a…
Estate planning for blended families
Second marriages and blended families pose some issues to Estate planning and one should have become much wiser after losing a first marriage. All in all, you are with your…
Fair doesn’t mean equal in estate planning
When it comes to distribution of assets to children, some parents may want each child to get an equal portion of the inheritance. But while this may sometimes be the…
6 Essential Estate Planning Steps For You And Your Parents
As an individual having elderly parents, one should be concerned about their welfare and their vulnerability during this critical stage in their lives. A lot of families have undergone huge…
Estate planning tips for your blended families
It is worth knowing that the number of marriages constituted by previously married couples is on the increase. Statistics reveal that about 50% of US couples are remarried, and about…
