One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
Please don’t let procrastination or your fear of death stop you from making an estate plan. That is both selfish and unkind.
Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.
In many marriages, one spouse manages the finances and the other manages the day-to-day household decisions and maintenance. But what if your spouse tragically, suddenly, passes away?
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
4801 South University Drive, Suite 264/265
Davie, Florida 33328
4801 South University Drive, Suite 264/265
Davie, Florida 33328
