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Tag: Estate Planning

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Estate Planning: Answering Common Questions of Senior Citizens

According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019 (2021 Wills and Estate Planning Study, Caring.com, https://www.caring.com/caregivers/estate-planning/wills-survey/). Although creating or updating your estate planning may seem like a daunting task, a proper estate plan […]
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Life Insurance in Estate Planning

Types of Life Insurance and How They Can Be Used in Estate Planning Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to enroll in the employer’s group life insurance policy. Most people think “Why not?” […]
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Successor Trustee Compensation

Successor Trustee Compensation Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something that you should take lightly. Serving as a fiduciary is a heavy responsibility that requires significant time and effort. If you plan to nominate a family member […]
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Plan Your Money Ahead of Time

Fears When Talking about Money Studies (Our History, The Williams Group, https://www.thewilliamsgroup.org/our-history, last visited May 20, 2021) have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs (An “heir” is someone entitled to receive a decedent’s property […]
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Plan Gift Tax

Make Smart Gifts

Make Gifts That Your Family Will Love but the IRS Won’t Tax Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual Exclusion Gifts Annual exclusion gifts are transfers of money or property in an […]
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Estate Planning Checklist

Estate Planning Checklist

When your job involves developing innovative technology, it’s easy to get so wrapped up in figuring out what you are going to do next, how you are going to do it and when you can deliver it, that you forget about why you are doing it in the first place. As a Product Manager working on InterAction® customer relationship management software, I’ve have had the opportunity to spend the last year actively listening to our clients and have learned some invaluable lessons along the way.
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