wiseradvisor

Estate Planning

Latest Articles

Estate Planning | Wiseradvisor.com
7 Key Steps To Create A Good Estate Plan

Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary stress and headaches during an extremely difficult time. A comprehensive estate plan...
Read more »

Estate Planning | Wiseradvisor.com
What Does Per Stirpes And Per Capita Mean For Beneficiary Distributions In Estate Planning?

Estate planning is a stressful process, but it is one of the necessary life steps which you need to take. When you start working with the attorney for estate planning, you will often hear some of these commonly used terms...
Read more »

Estate Planning | Wiseradvisor.com
How Does An Attorney Charge For Estate Planning?

End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning can safeguard your family assets and help your heirs mitigate some or all of the...
Read more »

Estate Planning | Wiseradvisor.com
Estate Planning for Newlyweds

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
Read more »

Estate Planning | Wiseradvisor.com
Just Married? Congratulations! Now, About Your Estate Plan

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
Read more »

Estate Planning | Wiseradvisor.com
Draconian State Estate Tax Rules Drive Migration

By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital gains, some unlucky households can find that unanticipated rules on state tax laws can...
Read more »

Estate Planning | Wiseradvisor.com
Estate Planners and New Tax Rules: Changes to Know About in 2014

By James O'Brien. If you meet the threshold for?estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding exemptions and gifts have changed, and the impact could be far-reaching for your family...
Read more »

Estate Planning | Wiseradvisor.com
Top Ten Estate Planning Goofs

When beginning to plan for leaving their property to heirs, people are confronted and frightened by the high estate tax rates and rush to utilize sophisticated estate planning techniques to avoid them. Yet, there are some...
Read more »

Estate Planning | Wiseradvisor.com
Using CRTs to Build Family Wealth

If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to you? If I could also show some of you how to maximize your retirement savings, would...
Read more »

Estate Planning | Wiseradvisor.com
Introduction to Charitable Remainder Trusts

In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might be asking yourself: How can I build wealth by giving it away? We started the...
Read more »

Estate Planning | Wiseradvisor.com
Thinking Through a QTIP Trust

A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or bypass trust, holds assets to preserve the estate tax exclusion amount. That amount...
Read more »

Estate Planning | Wiseradvisor.com
Making Sense Out of Trusts

Many of you have probably heard of trusts used as an estate planning tool to help people distribute their assets as they intended upon their death. While the decision around estate planning is deeply personal, using the...
Read more »

I want to take charge.
HELP ME FIND MY ADVISOR