“Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and couples who wish to take advantage of them to enhance their options, increase their wealth, cut their taxes and live ...
However, you can begin your estate planning checklist at any time. Just remember to update your estate plan following major life events. For instance, if you created your estate plan when you were single and childless, you will likely want to revise your plan after getting married or having ...
Doherty & Smith specialize in estate planning services. Whether you are getting married, starting a family, or need to settle the affairs of a beloved family member.
This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started.
2021 brings newtaxand planning opportunities and challenges: Tax free gifts up to $15,000/recipient/year, or $30,000/recipient/year from a married couple $11.7 million/person ($23.4 million/married couple) exempt from estate tax SECURE Act –no more stretch IRAs– mostinherited IRAs must pay...
beneficiaries. Death can result in large liabilities for the family, necessitating generational transfer strategies that can reduce, eliminate, or postpone tax payments. There are significant steps in the estate planning process that individuals and married couples can take toreduce the impact of these...
Getting your estate in order becomes more important after you get married to ensure your spouse and/or children are provided for if something were to happen to you. Read More Planning for Minor Children Part of being a responsible parent is preparing for the unthinkable. If you have minor chi...
Procrastination is the biggest enemy of estate planning. While none of us likes to think about dying, improper or no planning can lead to family disputes, assets getting into the wrong hands, long court litigation, and excess money paid in estate taxes.1011 ...
Global Estate Services specializes in estate planning and asset protection, offering living trusts, wills, LLCs, and family limited partnerships. Global Estate Services is located in Norco, California
For long-term planning, you might want to consider a trust for an individual with special needs.When you have a family member with special needs, you think about so many things all at once that future planning often gets shunted aside in favor of getting through today. But most of the ...