Dec. 22, 2021
How a Medicaid Asset Protection Trust Can Help Protect Your Wealth
You’ve worked your entire life to build the wealth you have, so the last thing you want is to have…
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10 Result(s) in the “Estate Planning” Category
Oct. 29, 2021
Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End
In May, we discussed several changes to federal estate and gift tax laws that were proposed by Senator Bernie Sanders. Some…
Sep. 17, 2021
Inherited a Traditional IRA From Your Spouse? Here Are Four Options
If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…
Sep. 3, 2021
Five Tips for Designating Beneficiaries for Your Retirement Accounts
When’s the last time you checked your who you have designated as the beneficiary on retirement plan(s) and accounts? If, it’s been a…
Jul. 16, 2021
Four Ways to Give Your Home In New Mexico
For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…
May. 7, 2021
Recently Proposed Changes to Federal Estate and Gift Tax Laws
Although most of the action taken by the new presidential administration has centered around getting a handle on the COVID-19…
Apr. 22, 2021
Seven Key Elements of Estate Planning
A 2019 study of 3,000 adults age 55 and older by Merrill Lynch and AgeWave revealed that 45% of those surveyed have no will. The…
Apr. 16, 2021
Estate Planning for Your Vacation Home
Several years ago, my mother’s lifelong dream came true: she and my father purchased a condo on a beach block…
Mar. 5, 2021
What’s a Charitable Remainder Trust, and Should You Have One?
A charitable remainder trust is an irrevocable trust that allows you—or a designated beneficiary—to receive an income stream for life.…
Feb. 18, 2021
Moving Across State Lines? Don’t Forget to Update Your Estate Plan
Relocation after retirement is becoming more common. And, contrary to popular belief, not all retirees are moving to Florida. In 2018,…
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