Designations for Special-Needs Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
DIY estate plans may be penny-wise and pound-foolish. Know the risks before you bypass your estate planning attorney. Learn more in this Financial Tip.
If you or your heir’s marital status has changed, your Will or Trust may be outdated. Learn more in this Tax Tip.
Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
The hosts of “Money Talks” discuss a listener’s question on which filing status is appropriate once your spouse has passed. The hosts cover the different options available and what qualifications you must meet for each option.
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
Transferring your business interest to your children may incur gift and estate taxes. Careful planning can help. Learn more in this Business Tip.