How to Plan for Estate Tax Changes

Recently, the federal estate tax has been popping up in headlines. While not usually subject to such buzz, the federal estate tax can have important implications for many Americans. Did you know that there are proposed changes that would significantly reduce the federal estate Continue reading

Unexpected Problems with Pay on Death Accounts Part 1: Losing Out on Special Needs Planning

Most of us want our day to day activities to be effortless. We do not want complicated processes and procedures to frustrate what should be simple tasks. Instead, we want easy-to-follow directions and a clear path to getting the job done. When you find yourself caring for a loved Continue reading