How Family Matters in Estate Planning
Oct 11, 2010
Estate planning is all about family, which is why it's shocking how little family involvement there is in the process. Train yourself to consider your entire legacy, spanning the next 50 years, instead...
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Estate and Tax Planning: Pure and Simple
Oct 11, 2010
Estate and tax planning can be very confusing and intimidating. But it doesn't need to be. Essentially, your financial goal when it comes to estate planning should be to divide your money (or assets) t...
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Top Five Excuses For Not Having a Last Will
May 26, 2010
“I'm not ready to make those decisions.” This is the top excuse that we get from parents who know they're missing the boat but still haven't gotten their documents completed. The great news is that a...
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Top 5 Tax Tips in 2010 (From an Estate Planning Perspective)
Feb 16, 2010
Consider Roth IRA Conversion In 2010, everyone qualifies and everyone can spread the tax burden over a two-year period. You can also undo the conversion before the tax deadline passes if you change y...
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Is 2010 the Year to Die? How the Federal Estate Tax Repeal Affects Illinois Residents
Feb 16, 2010
Don't be suprised by huge capital gains Any large estates that potentially escape a federal estate tax in 2010 may cause inheritors other tax headaches, particularly in capital gains taxes. Don't be ...
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