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Tag: Estate Planning

Asset Protection in Estate Planning

Posted on November 1, 2022November 1, 2022 by Michelle Lowrey
Asset Protection in Estate Planning
Posted in Estate PlanningTagged HBKS, asset protection, liability insurance, declaration of homestead, Estate Planning, trusts, assets

Four Estate Planning Documents Everyone Should Have

Posted on May 19, 2022May 19, 2022 by Michelle Lowrey
Four Estate Planning Documents Everyone Should Have
Posted in Financial PlanningTagged Power of Attorney, estate planning documents, advance medical directive, letter of instruction, Estate Planning, Healthcare Proxy, Living will, dnr

Consider Investing Your Excess Retirement Funds Like Your Heirs Would

Posted on September 23, 2021September 23, 2021 by Loriann Facenda
Consider Investing Your Excess Retirement Funds Like Your Heirs Would
Posted in Retirement Planning, Estate Planning, Financial PlanningTagged SECURE Act, legacy, Financial Planning, Estate Planning, Retirement

Inheriting Wealth

Posted on August 11, 2021August 10, 2021 by Loriann Facenda
Inheriting Wealth
Posted in Estate Planning, Financial PlanningTagged Financial Planning, Estate Planning, Inheritance, tax, wealth planning

Managing Your Real Estate Portfolio with Tax Efficiency

Posted on June 28, 2021June 28, 2021 by Michelle Lowrey
Managing Your Real Estate Portfolio with Tax Efficiency
Posted in Estate PlanningTagged Real Estate Portfolio, Tax Efficiency, Estate Planning, IRS, taxes

Estate Planning and 529 Plans

Posted on May 26, 2021May 26, 2021 by Michelle Lowrey
Estate Planning and 529 Plans
Posted in Estate Planning, Financial PlanningTagged Estate Planning, 529 plans, financial advice, Financial Planning

The Biden Tax Plan: Estate Planning Considerations

Posted on April 26, 2021April 26, 2021 by Michelle Lowrey
The Biden Tax Plan: Estate Planning Considerations
Posted in Estate PlanningTagged Estate Planning, Biden Tax Plan

GRATS: Passing Along Assets Free of Estate and Gift Taxes

Posted on July 20, 2020October 26, 2020 by Loriann Facenda
GRATS: Passing Along Assets Free of Estate and Gift Taxes
Posted in Estate PlanningTagged Estate Planning, trusts, gift taxes, GRATS

Remarrying? Better Do Some Estate Planning

Posted on February 11, 2020February 19, 2020 by Loriann Facenda
Remarrying? Better Do Some Estate Planning
Posted in Estate PlanningTagged wills, Senior Wedding, Inheritance, POA, Estate Planning

SECURE Act: Plan Now to Protect Your Beneficiaries

Posted on January 17, 2020January 23, 2020 by Loriann Facenda
SECURE Act: Plan Now to Protect Your Beneficiaries
Posted in Estate PlanningTagged IRA, Roth IRA, SECURE Act, Financial Planning, Estate Planning

Family Matters

Posted on December 10, 2019August 31, 2020 by Loriann Facenda
Family Matters

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Posted in Estate PlanningTagged Healthcare, Family Financial Planning, Long-term care, Estate Planning

Designating Your Life Insurance Beneficiaries

Posted on October 8, 2019November 19, 2019 by Loriann Facenda
Designating Your Life Insurance Beneficiaries
Posted in Insurance, Estate PlanningTagged Insurance, life insurance, beneficiary planning, beneficiaries, wills, surviving spouse, Estate Planning

Revocable Living Trust

Posted on August 26, 2019August 26, 2019 by Loriann Facenda
Revocable Living Trust
Posted in Estate PlanningTagged Estate Planning, trusts, revocable trust, living trust, revocable living trust

Estate and Protection Planning: Don’t Fall Victim to These Common Pitfalls

Posted on May 4, 2019April 2, 2021 by Loriann Facenda
Estate and Protection Planning: Don’t Fall Victim to These Common Pitfalls
Posted in Estate Planning, InsuranceTagged Estate Planning, life insurance, trusts, beneficiary planning

Express Your Charitable Intent with Your IRA

Posted on January 16, 2019January 30, 2019 by Loriann Facenda
Express Your Charitable Intent with Your IRA
Posted in Estate PlanningTagged Estate Planning, IRA, charity, estate, charitable gifting

Inheriting Retirement Accounts: The Other IRAs

Posted on October 31, 2018November 27, 2018 by Loriann Facenda
Inheriting Retirement Accounts: The Other IRAs
Posted in Estate Planning, Retirement PlanningTagged Estate Planning, IRAs

You’ve Been Named an Executor

Posted on September 6, 2018October 2, 2018 by Loriann Facenda
You’ve Been Named an Executor
Posted in Estate PlanningTagged Estate Planning, executor duties

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