Results for Estate Planning

Charitable donations help offset your tax burden, sure, but they can protect your family's wealth and enhance its legacy if you do them right.

Follow these strategies to reduce inheritance taxes and probate issues for your heirs.

Resources you need to answer your estate planning questions and to help you better understand estate planning and the estate planning process

Wills are a key part of estate planning, but to assure that your estate plan fulfills your intentions, speak with your attorney or planner on the proper titling of your assets.

The free Your Will and Estate Planning Guide will help you gather the information you need to create your first will or update an existing one. Download now.

Estate planning rules could change soon, and you need to prepare now.

It can be tough to start thinking about estate planning, but it's an important part of any long-term financial plan.

Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.

There are estate planning advantages to making relatively large lump-sum contributions to 529 accounts, writes Bill Bischoff.

With Tanya Harvey Esq., we will discuss the key elements of estate planning for the special needs family. There will be an explanation of all the necessary estate planning documents with a description of a Special Needs Trust, Guardianship and Estate Planning considerations when dealing with individuals with special needs. We will also discuss different ways to fund the Special Needs Trust and why.

with Tanya Harvey, Esq.
2092 Gaither Road, Suite 100
Rockville, MD 20850
presents
with Tanya Harvey, Esq.
PLEASE NOTE CHANGE OF LOCATION
Tanya will discuss key elements of estate planning for the special needs family. There will be an explanation of all necessary estate planning documents with a description of a Special Needs Trust, Guardianship, and Estate Planning considerations when dealing with individuals with special needs.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.

The tax laws and other laws relating to property change – as do your circumstances and your beneficiaries. So, review your overall estate p

In a blended family situation, there are more opportunities to get an estate plan wrong. Ask yourself this list of questions to avoid future estate planning hassles.

Today's estate planning is not just about death and taxes.

Have you thought about dying lately?
Most of us don't.
However, my daughter had a close friend pass away recently. This shocking and unexp...