Read our estate planning news articles for the up-to-date information you need to make sure you are prepared for the future. Whether you have an estate plan that needs updating or you haven’t gotten around to making one yet, our news articles will help you understand the importance of having one and the process for creating or updating yours.
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Would You Include Cryptocurrency in Your 401K Investment? House Republicans unveiled a new bill that would protect cryptocurrency investments in retirement accounts. -
Planning with Cryptocurrency Given that cryptocurrencies are stored in a digital wallet, assets will essentially die with the decedent if they fail to communicate such assets exist. -
Studies Show Only 33% of Americans Have an Estate Plan! Since the beginning of Covid-19, only 33% of Americans have created their estate plan. This leaves 67% of Americans without any plans in place! -
Tax Reform Changes Lots of the big scary tax changes that were predicted to be on the horizon aren't going to happen after all. -
Long-Term Care Premium Deductibility Limits for 2022 Spoiler alert! These numbers look very familiar to 2021... -
Estate Planning for Crypto and other Digital Assets How to implement digital assets into your estate plan. -
5 Common Things People Forget About Estate Planning In this article we take you through 5 things people forget about estate planning and how easy they can be to resolve! -
The Great Wealth Transfer Just under $70 trillion dollars is going to be passed down over the next 25 years, here is how to prepare for The Great Wealth Transfer. -
Using a 529 Education Plan for Transfer Wealth How the use of a 529 Plan is being overlooked as a way to transfer wealth from generation to generation. -
18-34 year olds now more likely to have some form of Estate Planning than 35-55 year olds How Covid has changed people's perspectives on Estate Planning, Wills and Trusts -
Estate Planning Mistakes Everyone Makes! Learn how to avoid these common estate planning mistakes before it's too late. -
Biden Wants to Double Capital Gains Tax President Biden highlighted some new changes to capital-gains tax which could impact how estate planning is going to be done going forward.