What Is Estate Planning?
Estate planning is a process to consider alternatives for, to think through, and to set up legally effective arrangements that would meet your specific wishes if something happens to you or those …
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How to Obtain a Death Ceritifcate
When you are helping to wrap up the affairs of the deceased, you will probably need a death certificate to get access to bank accounts, safety deposit boxes and insurance proceeds. It is …
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What Sorts Of Instructions Are Made As Part Of An Estate Plan?
An estate plan consists of one or more documents that set forth instructions. Some documents are used to control health care decisions, others control your property in the event of your incapacity, …
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Estate Planning Tools for Wealth Transfer
Proper estate planning does not leave all the transfer of all of your money and assets until the time of your death. Many people, particularly those who have enough assets to be subject to estate tax, must consider wealth transfers while they are living. Wealth transfers should be part of a systemic and organized estate plan that you develop with an estate planning …
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What are the tax advantages and/or implications of annuities?
One of the most attractive features of using annuities for retirement and/or estate planning may be the tax advantages that annuities provide. In some cases, however, depending on your tax situation, the tax advantages of annuities may not be sufficient to justify the purchase of annuities. As a result, it is extremely important to consult a tax advisor and/or an experienced …
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