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Archive :
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Good news - IRS improved the IRA trust rules. Bad news - they still don’t work
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Trusts remain lousy IRA beneficiaries, says tax expert.
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No one wants to talk about death, but you need to anyway
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It’s important to have advance directives for healthcare on file. The subject may be unpleasant, but it’s better than having a loved one make a life-or-death decision in the ICU.
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Key Estate Planning Documents for Seniors
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Financial planner Darcie Guerin emphasizes the importance of having essential documents in order, especially for older clients.
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With Congress slow to act, financial advisors plan ahead on estate taxes
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Wealthy estates face a deadline at the end of next year under the Tax Cuts and Jobs Act that may boost, cut or keep their tax rate the same — depending on the 2024 election.
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Planning for Personal Property
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It’s key to consider the emotional, financial, and tax implications of gifts of tangible personal property.
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Don’t split heirs! How to avoid family fights when leaving behind a second home
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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
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Outline - IYE - Estate Administration - Part 1 - Richard Huntington - Spring 2023
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“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Kara Rudin - Spring 2023
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“Wills & Trusts” Presentation by Kara Rudin for the Spring 2023 workshop series
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