Estate Planning Bloopers: Avoid These 4 Estate Planning Mistakes
Estate planning is an crucial process you don’t want riddled with errors. Learn some notable estate planning mistakes to avoid here.
Estate Planning
How to Take Advantage of Historically Low Interest Rates for Estate Planning Purposes
In 2017, estate planning legislation passed by Congress made it easier for Americans to provide tax-free financial gifts to their children and grandchildren. That legislation granted a 40 percent levy to those with the largest amount of inheritance money. It also made more people eligible to avoid the gift tax and the United States estate …
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Investment Options Parents Can Make for Their Minor Children
Teaching your children the value of early investments can help them become savers from a young age. As soon as they’re old enough to understand the concept of money, sit down with your kids to explain how money can grow over time when they invest it. Before you get to that step, however, consider the …
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How to Discuss Estate Planning with Family This Holiday Season
As adult children leave home, move across the country in some cases, and start families of their own, it can be challenging to bring everyone together to discuss the sensitive topic of making an estate plan. Since many families travel hundreds of miles to be together for the Holidays, this can be the ideal time …
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