When we plan our lives and our estates, it’s not all about the estate taxes. Of course, estate taxes should be taken into consideration, but there are many more important factors. That’s why the temporary doubling (until the end of 2025) of the amount which can be passed free of estate tax (to $11.18 million […] The post Estate Planning: It’s Not Just About the Estate Taxes appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/07/estate-planning-its-not-just-about-the-estate-taxes/
6 Important Estate Planning Considerations – Part 6: Taxes
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and not just for the distribution of assets at death. The second article in the series [ ] The post 6 Important Estate Planning Considerations – Part 6: Taxes appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/06/6-important-estate-planning-considerations-part-6-taxes/
Estate Planning is Too Important to Procrastinate
Most of us recognize that estate planning is the loving and responsible thing to do. Yet, only 44% of adult Americans even have so much as a simple Will, according to a Gallup poll. Our world is increasingly complex. It seems our lives are busier than ever. Interestingly, this may not be what leads us [ ] The post Estate Planning is Too Important to Procrastinate appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/05/estate-planning-is-too-important-to-procrastinate/
6 Important Estate Planning Considerations – Part 5: Retirement Assets
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and not just for the distribution of assets at death. The second article in the series [ ] The post 6 Important Estate Planning Considerations – Part 5: Retirement Assets appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/05/6-important-estate-planning-considerations-part-5-retirement-assets/
It Won’t Kill You to Make Your Funeral and Estate Plans
Just like the cobbler’s children go without shoes, too many estate planning attorneys don’t follow their own advice to clients. I’ve heard way too many stories of attorneys who drop dead without having a valid will in place, or their paperwork is way out of date. Are you in that group? In 2017, my husband [ ] The post It Won t Kill You to Make Your Funeral and Estate Plans appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/05/it-wont-kill-you-to-make-your-funeral-and-estate-plans/
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and not just for the distribution of assets at death. The second article in the series [ ] The post 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/05/6-important-estate-planning-considerations-part-4-beneficiary-designations/
6 Important Estate Planning Considerations – Part 3: Your Kids
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and not just for the distribution of assets at death. The second article in the series [ ] The post 6 Important Estate Planning Considerations – Part 3: Your Kids appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/05/6-important-estate-planning-considerations-part-3-your-kids/
6 Important Estate Planning Considerations – Part 2: Long-Term Care
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. Often, when people think of “estate planning” they think it’s a task only for what happens after death. While an estate plan certainly deals with the distribution of assets at death, it also [ ] The post 6 Important Estate Planning Considerations – Part 2: Long-Term Care appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/04/6-important-estate-planning-considerations-part-2-long-term-care/
6 Important Estate Planning Considerations – Part 1: Incapacity
This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. Often, when people think of “estate planning” they think it’s a task only for the old, the rich, or the infirm. But, that simply is not true. Estate planning is something you do [ ] The post 6 Important Estate Planning Considerations – Part 1: Incapacity appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/04/6-important-estate-planning-considerations-part-1-incapacity/
Treasury Releases New Inflation Adjustment
Estate planning attorneys and others in the wealth management community have known since mid-December that the amount clients can pass without taxation is now, temporarily, doubled. The new tax law doubled the exclusion until the end of 2025. On January 1, 2026, the exclusion reverts to $5 million (adjusted for inflation from 2011). Each year [ ] The post Treasury Releases New Inflation Adjustment appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/03/treasury-releases-new-inflation-adjustment/
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