Blog tagged as Estate Planning

Your 2021 Guide to Year-End Charitable Giving

11/10/2021 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

11/03/2021 09:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.

Estate Taxes May Be Changing Soon

10/29/2021 08:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Taxes May Be Changing Soon
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

How to Get Started With Your Estate Plan

10/15/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Get Started With Your Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

A Guide to Dividing Your Estate Unequally

10/12/2021 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away

10/11/2021 08:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.

A Guide to Trusts for Estate Planning

10/08/2021 08:22 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.

Debt After Death: Protecting Your Estate and Heirs

10/07/2021 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Debt After Death: Protecting Your Estate and Heirs
When it comes to our inevitable death, chances are we’re all going to have at least a little bit of debt. Creditors are entitled to payment of these debts, regardless of someone passing or not.
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