Wealth Planning Law Group
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Estate Planning Blog

April 18, 2024
Have You had the Estate Planning Talk with Your Adult Children?

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.

April 18, 2024
Why Estate Planning Is Essential for Small Business Owners

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

April 18, 2024
How Can I Minimize Taxes During Retirement?

Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.

April 18, 2024
Estate Planning Strategies to Care for Aging Parents

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.

April 18, 2024
How the New IRS Tax Rule Impacts Irrevocable Trusts in Estate Planning

Capital gains taxes are the heart of the IRS Rule 2023-2 changes. Individuals pay taxes on the difference between an asset's purchase price and a higher sell price as that asset's value grows over time. When creating or updating an estate plan, you must consider the new IRS rule.

April 9, 2024
Can Estate Planning Address ‘Third Generation Curse?’

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.

April 9, 2024
Estate Planning for a Taxing Inheritance

Inheriting a pre-tax IRA may be less beneficial than the parent intends.

April 9, 2024
What You Need to Know about Social Security

But if you're new to Social Security, it's important to know what to expect. Here are a few aspects of the program you should be aware of.

April 9, 2024
Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.

April 9, 2024
The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.

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