Category Archives: Estate Planning

Don’t Accidently Forgo Your Charitable Intent at Death

Don’t Accidently Forgo Your Charitable Intent at Death

Even those with strong charitable intents (religious or otherwise), actually fail to provide for the charities of their choice at death.  In essence their charitable intent is often ignored, and it is usually by mistake! I was reading a Last Will and Testament of a high net worth client the other day, and came across

How Can a QTIP help your Estate Plan?

How Can a QTIP help your Estate Plan?

You probably came to this post thinking how I was going to tell you how the amazing little cotton swab is going to save your estate plan.  However, that’s more reasonable then thinking that this is a post about how he Rapper named Q-TIP is going to save your Estate Plan (don’t remember him? Anyone

Where are Estate Taxes Going?

Where are Estate Taxes Going?

The question I hear the most when I am teaching classes are, where do you think the Estate Taxes are going?  I always respond, they aren’t disappearing. Period.   The current administration (along with the last one) is running through money like it was beer at a keg party!  So is it likely that we are going