Was reading a trade publication today called Trusts and Estates Magazine, I LOVE this magazine – it is a wealth of information written by tax professionals for tax professionals. Most of the info in there is not approprioate for a personal finance blog…not because it is not interesting, but rather, it is written for those…
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…
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?…
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 the…
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