In case you missed them, here are our five blog posts from this past week for your convenience. I welcome your feedback regarding any of these posts and your input regarding any areas of particular interest you would like for me to cover.
Have you been tracking the budget battle storm clouds forming on the horizon? Estate planning attorneys certainly are keeping a wary sailor's eye cast in the direction of the President’s budget proposal. Why? It targets a number of important estate planning techniques in Overland Park and across the nation.
We all are familiar with the annual family ritual known as “spring cleaning.” With the changes in the estate tax laws, this may be a good time for some “spring cleaning" when it comes to your estate plan, too.
Trusts can incredibly powerful tools. They can accomplish many goals and, depending on the type of trust, can secure some legitimate tax advantages. Little wonder ObamaCare may be changing all of that in the hunt for revenue to pay for the program.
Mind The Post-Mortem RMD On Inherited IRAs In Overland Park, KS
When an elderly loved one passes away their legal and financial affairs come to an end. However, there is an important exception – their final RMD on their IRA.
Post-Mortem Digital Asset Planning In Overland Park, KS
Have you noticed more and more articles popping up about your “digital assets”? When the background chatter in the media finally catches your attention about something, that usually is a sign to start paying attention whether you live in Overland Park or Anchorage.
Remember: When making your financial, tax and estate plans, don't go it alone. Be sure to engage competent professional counsel.