Monthly Archives: December 2015

The new year is a perfect time for an estate planning checkup

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan:   2015 2016 Lifetime gift … Continue reading

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Be wary when considering a prepaid funeral plan

To relieve their families of the burden of planning a funeral, many people plan their own and pay for them in advance. Unfortunately, prepaid funeral plans can be fraught with potential traps. Some plans may end up costing more than … Continue reading

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Protecting your retirement savings from creditors

Estate planning and asset protection go hand-in-hand. After all, no matter how well your estate plan is designed, it won’t do much good if you have no wealth to share with your family. If you have significant assets in employer-sponsored … Continue reading

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