Consider Portability an Unexpected Tool
It has never been a good idea to rely solely upon estate tax’s portability as a shortcut to properly arrange your affairs. We explain in today’s Marietta Daily Journal.
Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
Consider Passing Wealth to Heirs
Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal.
Estate Planning—Yes, You Really Need a Will
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article
Advanced Estate Planning Concepts for Women
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
Provide for Pets in Your Estate Plan
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal.
Is Your 529 Plan Making the Grade?
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
Planning for Your Passwords and Virtual Assets
You can outline what you want done with your Facebook and Twitter accounts when you die in a VAIL. We explain today’s Marietta Daily Journal.
Time Running Out for Large Gifts in 2012
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.
In Case of Emergency
We highlight some commercially available records and information organizers for your family finances in our Marietta Daily Journal Blog column.