Blog tagged as Estate Tax

Avoid These Common Estate Planning Mistakes

10/26/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

For Estate Planning Month, here are some common mistakes to avoid with your estate plan.

Tax Planning in Turbulent Times

11/16/2021 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?

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)

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.

Estate Taxes May Be Changing Soon

10/29/2021 08:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

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.

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)

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.

9 Questions to Ask Yourself During the Estate Planning Process

10/05/2021 02:36 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

Protecting What’s Yours (After You Pass), Part 2: Step-by-Step Estate Planning

06/07/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one hurdle at a time.