Five Documents You Need to Avoid Costly Estate Planning Errors
http://www.forbes.com/sites/peterlazaroff/2016/10/16/5-documents-you-need-to-avoid-costly-estate-planning-errors/#173801583ea7
The Importance of Having an Estate Plan
A good article on the importance of having an estate plan. http://www.forbes.com/sites/feeonlyplanner/2016/07/18/the-difference-between-having-an-estate-plan-and-a-wealth-transfer-plan/#37ac0675115e
8 Reasons to Review and Revise Your Estate Plan
An excellent article listing the most basic life changes that should cause everyone to review and revise their estate plan. http://www.forbes.com/sites/markeghrari/2016/01/28/8-reasons-to-revise-your-estate-plan-today/#1ba8bf6230d9
Estate Planning for the Blended Family
Preparing a will and estate plan for a blended family can be complicated, and strain family relations. These days, many families include children, stepchildren, former spouses and in-laws. The number of remarriages has been steadily rising over the past few decades. By some accounts, in 2013, 40 percent of marriages included at least one spouse […]
Do You Need a Trust for Your Estate Plan?
The attached article provides a good explanation of trust planning.
NYS Estate Tax Changes: The Good News, and the Bad News
As of April 1st New York state doubled its estate tax exemption – the amount you can leave your heirs without paying state estate tax – and it is set to rise gradually through 2019 to eventually match the federal exemption, projected by then to be $5.9 million. That will make estate tax planning much easier […]
