Tag Archives: Estate Planning

Series EE Bonds, Income Tax Planning and Estate Planning

Series EE Bonds, Income Tax Planning and Estate Planning

I have always prided myself in my research abilities, whether it be during my undergraduate years, post-graduate education, or during my working career.  In fact I would have to say at least I spend at least 5 to 10 hours a week researching random questions for planners at my firm.  While clerking (basically working forContinue Reading

Simple Explanation of the Federal Estate Tax

Simple Explanation of the Federal Estate Tax

On a daily basis I have to turn complicated tax issues into a simple discussion.  A discussion that I have to discuss/teach very often is the Federal Estate Tax.  Before we discuss the easy way to determine your Federal Estate Tax bill some caveats: The calculations below are commonly referred to as “Napkin Math.”  Meaning,Continue Reading

A Simple or I Love you Will

A Simple or I Love you Will

This is the second part in my series on Wills.  Before going into the types of Wills, remember that everyone needs a will.  The easiest type of Will is known as a Simple Will a/k/a “The I Love You Will” (I will use them interchangeably). What is a Simple Will or I Love You Will?Continue Reading

Everyone Needs a Will

Everyone Needs a Will

Considering this is my first post, not about myself, I figured I would start at the beginning…A WILL.  This is the introduction post into a multi-part series of different types of Wills and Testamentary (death) documents. What is a Last Will and Testament? Black’s Law Dictionary defines a will as, “An instrument, executed with theContinue Reading