Tag Archive: Estate Planning

Every estate plan should have these basic documents

Written by May 13, 2015

Estate planning is not just a task for the wealthy. Even though federal tax implications kick in only if your estate exceeds $5,430,000, there are other issues that make estate planning important for most individuals. Start your estate planning by meeting with an attorney and your accountant. They can instruct you in the essentials of estate tax law and the...

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Involve your children in family finances

Written by July 18, 2013

Many people feel uncomfortable discussing family finances with their children. However, sharing some information with your grown children can make things more comfortable for everyone. Discuss your financial goals with your adult children, and let them know your plans for your retirement years. It’s often a good idea to involve adult children in some or all aspects of your estate...

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