1. What is fair might not be equal, but may it may be appropriate.
2. When you know what you have and who are the natural objects of your bounty you can give what you want to whom you want, when you want and the way you want.
3. Whatever you say in your estate planning documents
A Great Way to Minimize the Federal Estate Tax with Portability
You may be surprised that for most people, the federal estate tax is a voluntary tax. It is an old saw among estate planning attorneys that “you only pay if you don’t plan.” With recent changes in the federal estate tax law, portability provides a
What you need to know:
In the USA Today section of the Sioux Falls Argus Leader published on Easter Sunday, an article caught my eye. The article appeared under the headline “You’re
We all make mistakes in our lives. We all make mistakes with our finances. The important thing about making mistakes is to learn from them. We should try not to repeat our mistakes. When we do make mistakes and we learn the lessons they teach, we should try to find a way to pass the
Three key things you need to know about Social Security benefits.
If you do not know these things about your benefits, your benefits can be reduced. This reduction in benefits can last for the rest of your lives. Here are three pitfalls to avoid in taking your benefits.
The key points to remember
1. Postpone taking your benefits