by msmyers | Jul 12, 2018 | Estate Planning
When life’s two certainties, death and taxes intersect, it can be complicated and confusing. This article breaks down some of your inheritance tax questions. How Taxes May Affect Your Inheritance
by msmyers | Jul 10, 2018 | Estate Planning
“A properly designed special needs trust promotes the comfort and happiness of the special needs beneficiary without sacrificing eligibility for benefits. A sufficiently funded trust can provide for medical expenses, education and necessary equipment, like a...
by msmyers | Jul 5, 2018 | Estate Planning
“I exhort clients to think carefully when selecting or replacing executors — the persons who are the key figures in the settling of their estates. They’re best served by individuals willing to take jobs that are potentially time-consuming and demanding.”...
by msmyers | Jun 28, 2018 | Estate Planning
“When a person is terminally ill, the emotional impact on the individual and caregivers cannot be overstated. Nevertheless, there also are financial implications to the diagnosis that cannot be overlooked. Astute planning can help the dying individual be...
by msmyers | Jun 26, 2018 | Estate Planning
“When it comes to wills, as a financial planner, I’ve seen a lot of sad, unfortunate or just plain weird things happen over the years. Poor estate documents can lead to people accidentally cutting loved ones out of inheritances, paying big tax bills...
by msmyers | Jun 21, 2018 | Estate Planning
“If you have a child who is addicted to drugs or alcohol, or who is financially irresponsible, you already know the heartbreak associated with trying to help that child make healthy decisions. If these are your circumstances, you are probably already worrying...
