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Do I Need A Plan If I Have Titled My Assets Correctly?

March 08, 2016

If all my property is in joint name with my spouse, is that sufficient? First, the question seems to assume that planning is only about assets. As discussed above, plans are used for many other purposes beyond passing money and personal items to the next generation. Nevertheless, since assets are also involved, this is a… Read more »

Who Needs Estate Planning?

March 04, 2016

There are a lot of misconceptions about estate planning. And part of the blame lies with professional advisors who speak a unique planning dialect. We talk about wills, so you may associate estate planning with death planning and distributing assets after you’re gone. And since death usually happens when we’re advanced in age, you may… Read more »

Why Should I Care About Planning?

March 02, 2016

Many people consider estate planning to be an act of stewardship. They spend their life maximizing the use of their “time, talents, treasure, and trust.” They want to ensure that the benefits of this stewardship will continue even after the ability to control has ended. The control and benefit of everything we “own” will eventually… Read more »

Why is it Better to Pay Gift Taxes Rather Than Estate Taxes?

October 23, 2015

You may hear an advisor refer to gift and estate taxes as being  “tax exclusive” or “tax inclusive,” respectively. This terminology is sometimes confusing, and may be better understood by saying that a gift is tax exclusive, because the taxes due are not subtracted from the gifted amount going to the heirs, but are paid… Read more »

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