Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Third Part of a multi-post series on planning for children with special needs. Part I – Introduction Part II – Letter…
Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Second Part of a multi-post series on planning for children with special needs. Part 1 – Introduction Step One Create a…
Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. I have no idea the reason, but I love estate planning and I hope that enthusiasm comes through on this blog. There is something…
I was reading my fav. magazine today, Trusts and Estates and came across an amazing article. Trusts and Estates Magazine has been around since the early 1900s and is read by most of the Trust and Estates world – it costs $35 an issue, but luckily work picks it up! The article titled, “The Audit…
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,…
This is my 3rd post in this Will Series – The By Pass Will. If you want to check out the previous two posts they are: Every one Needs a Will The Simple or I Love You Will The type of Will I am going to explain has many many names, but a few of…
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