Jan 3, 2023

What Jerry Lee Lewis’s Estate Plan Could Look Like

By |January 3rd, 2023|Estate Planning|Comments Off on What Jerry Lee Lewis’s Estate Plan Could Look Like

What Jerry Lee Lewis's Estate Plan Could Look Like Analyzing Estate Planning Scenarios In Relation To The Lewis' Estate Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But celebrities face many [...]

Jan 3, 2023

Why You May Still Have To Open A Legal Probate Proceeding

By |January 3rd, 2023|Estate Planning|Comments Off on Why You May Still Have To Open A Legal Probate Proceeding

Why You May Still Have To Open A Legal Probate Proceeding Under What Circumstances Are Probate Proceedings Necessary? Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker. This person, also known as an executor or personal representative, administers the deceased person’s estate [...]

Jan 3, 2023

Want To Leave Your Retirement Account To Your Minor Child? Consider These Things First

By |January 3rd, 2023|Estate Planning|Comments Off on Want To Leave Your Retirement Account To Your Minor Child? Consider These Things First

Want To Leave Your Retirement Account To Your Minor Child? Consider These Things First What Are Your Options For Naming Your Children As Beneficiaries Of Your Retirement Account? Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they [...]

Jan 3, 2023

Estate Planning Issues For The Modern Family

By |January 3rd, 2023|Estate Planning|Comments Off on Estate Planning Issues For The Modern Family

Estate Planning Issues For The Modern Family How Estate Planning Is A Great Way To Ensure Your Loved Ones As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues that families deal with each day. [...]

Dec 19, 2022

Estate Planning For World Travelers: Frequently Asked Questions

By |December 19th, 2022|Newsletter|Comments Off on Estate Planning For World Travelers: Frequently Asked Questions

Estate Planning For World Travelers: Frequently Asked Questions Question #1: International travel is no different than domestic travel (True or False?) False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing additional considerations. First, you will need a passport before your travels. If you already [...]

Dec 16, 2022

Help Your Clients Keep Their New Year’s Resolutions

By |December 16th, 2022|Newsletter|Comments Off on Help Your Clients Keep Their New Year’s Resolutions

Help Your Clients Keep Their New Year’s Resolutions A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of your clients will make New Year’s resolutions, and at least some resolutions will likely relate to improving their financial situation. As their trusted advisor, you can [...]

Dec 16, 2022

Are Your Clients Ready For 2023? Set Them Up For Success

By |December 16th, 2022|Newsletter|Comments Off on Are Your Clients Ready For 2023? Set Them Up For Success

Are Your Clients Ready For 2023? Set Them Up For Success Advantageous Gift Ideas For Your Clients Many Americans associate December with holiday gift-giving, so it is a great time for you to remind your clients of a valuable planning opportunity: year-end gifts. In making lifetime gifts, your clients will experience the pleasure of immediately [...]

Dec 16, 2022

IRS Extends Late Portability Election

By |December 16th, 2022|Newsletter|Comments Off on IRS Extends Late Portability Election

IRS Extends Late Portability Election The IRS recently issued a new procedure (Revenue Procedure 2022-32) that extends the time an estate has to elect portability to five years after the decedent’s date of death. Since portability is probably not top of mind for you or your clients, let us take a minute to review what [...]

Dec 6, 2022

Does The Guardian For My Child Have To Be A United States Citizen?

By |December 6th, 2022|Estate Planning|Comments Off on Does The Guardian For My Child Have To Be A United States Citizen?

Does The Guardian For My Child Have To Be A United States Citizen? Is Your Non-U.S. Acquaintance A Good Candidate To Be Your Child's Guardian? One of the more uncomfortable aspects of estate planning is deciding what will happen to your child if both you and the child’s other legal parent were to die unexpectedly. [...]

Dec 6, 2022

Things You Can Do To Help Prove You Are Mentally Competent When Executing Your Estate Plan

By |December 6th, 2022|Estate Planning|Comments Off on Things You Can Do To Help Prove You Are Mentally Competent When Executing Your Estate Plan

Things You Can Do To Help Prove You Are Mentally Competent When Executing Your Estate Plan How To Prove You Had The Capacity To Create Your Estate Plan Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common [...]

Go to Top