Undoing an irrevocable life insurance trust is possible
Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs
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Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs
A tax law change in 2019 essentially ended “stretch IRAs” by requiring most beneficiaries of inherited IRAs (other than a spouse) to withdraw all of
A difficult aspect of planning your estate is taking into account your family members’ needs after your death. Indeed, after you’re gone, events may transpire
Getting divorced and dividing up assets is no easy matter. At least you can sell a house, a car or certain other possessions and distribute
When it comes to your 401(k) plan, you may have a choice to make regarding contributions. Should you make contributions on a pre-tax (traditional) basis
When creating estate plans, people generally take their children and grandchildren into consideration and plan accordingly. For those who would like to plan beyond the
On the one hand, you want your estate plan to achieve certain “technical” objectives. These may include minimizing gift and estate taxes, and protecting your
The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be concerned about federal
Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of these
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