Create a will if you do not yet have one. A valid will may save your heirs from some expensive
The federal estate tax exemption for 2019 is a whopping $11.4 million — and twice that for a married couple.
By Helen Hartman, CRPC® Through my years of meeting with many clients and prospects, I have found people are not
By Helen Hartman, CRPC® Estate planning is an important limb of overall financial planning. Trusts, as defined in the article
By Helen Hartman, CRPC® When it comes time to write financial plans for estate planning, clients will inevitably ask about
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings
The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless
How can you find & obtain it? More than $40 billion in unclaimed cash & property waits to be returned.
Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none
Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm