Top Ten Estate Planning Recommendations before the End of 2020If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before the end of the year, you undoubtedly will receive these over the next few months. …
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The Five Best 2020 Tax Planning Ideas
The Five Best 2020 Tax Planning Ideas2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s brought opportunities for advisors to present to clients. But unlike those in other years, 2020’s opportunities should be seized now—taken advantage of before …
Don’t Overlook Your Trust Funding
Don’t Overlook Your Trust FundingIf you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding. Trust funding is a critical step in estate planning that many people either …
Quiz: Do You Know These Social Security Facts?
Quiz: Do You Know These Social Security Facts?Test your knowledge on Social Security claiming strategies, spousal benefits and estate implications.The Social Security Act has established numerous programs that provide supplemental income for insured individuals and their families in the event of …
The Seven Cases to do a Roth Conversion
The Seven Cases to do a Roth ConversionShould your clients convert some of their traditional tax-deferred money (e.g. IRA or 401K) to an after-tax Roth account? Though I’m not related to the late, eponymous Senator William Roth, I spend a significant amount of time with my clients looking at this …