The memories made with grandchildren are some of the best. Still, it’s understandable to want to leave them with a bit more than great stories to someday pass down to their own grandchildren. Fortunately, there are many ways to accomplish this. The key is to ensure there’s no ambiguity in your will and other estate planning documents. Even better, there are ways to gift assets today so you can witness the many benefits your gifts bring, whether it’s ensuring they get a great start in their adult … [Read more...]
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Planning is Important as Time Draws Near
Ideally, we plan well in advance of the end of our lives. Even if we have used prudence and planned, it is a good idea to revisit those plans as time draws near. First, a general review of plans is in order. Often, plans have not been reviewed in many years. As these plans are nearing implementation, it is wise to make sure they are still representative of your wishes. Circumstances may have changed. In fact, the fact that time is short is a circumstance that might … [Read more...]
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest amounts can be a powerful estate planning tool. Read on to learn more. … [Read more...]
Split Things Fairly – Not Exactly
Most every parent wants to treat their children fairly and equally. But, that may not always be exactly the same. You know the battles that you’ve fought over this. Susie is a few years older than Kyle and Jamie. Occasionally, maybe you let Susie stay up later or let her have a few other privileges (or responsibilities) because of her age. Instantly, you hear a chorus from the others, “but, that’s not fair!” These problems persist long beyond it’s your responsibility to enforce their … [Read more...]
How to Leave Behind a Lasting Legacy for Your Loved Ones
In the United States, the average American retiree will leave an estate of around $177,000 to their loved ones. According to CNN Money, this is the sixth highest estimated amount of any country. Retirees in Australia, Singapore, the United Kingdom, France and Taiwan all leave more to their heirs than those in the United States. Whether you have more or less than the average to leave behind to those you love, it is important that you make the right choices regarding how you leave a bequest … [Read more...]
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