Topic
Estate Planning
3 articles on this topic.
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The #1 Estate Planning Mistake (and It's Not What You Think)
The most expensive estate planning mistake we see isn't a missing will or an unfunded trust. It's the beneficiary designations on retirement accounts and life insurance — and almost every household has at least one wrong one.
The Step-Up in Basis at Death: A Tax Cliff Worth Planning Around
Holding appreciated assets until death wipes out the embedded capital gains tax for your heirs. Most people know that. The planning question is which assets to hold, which to sell, and when.
Trusts vs. Beneficiary Designations: The Quiet Conflict in Most Estate Plans
Most households have both a trust and a stack of beneficiary designations. The two often disagree — and the beneficiary form wins. Here's how to make them work together.
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