Estate Planning
10 min read
30 Jul 2025
How to Avoid Paying Too Much in Estate Tax
Planning your estate isn’t just for ultra-wealthy individuals anymore. With rising home values, growing retirement portfolios, and the sunset of generous federal exemptions on the horizon, more Americans are finding themselves on the edge of unexpected estate tax liability. If you’re a mid-level professional approaching retirement, especially with assets in the $3 to 10 million […]
9 min read
23 Jul 2025
How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly
When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. tax code. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption […]
14 min read
01 Jul 2025
Essential Steps to Creating a Comprehensive Estate Plan
Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according to their wishes. Whether you own an elaborate portfolio or a single family home, having a comprehensive plan in place can protect your legacy and provide peace of mind for your […]
9 min read
07 Feb 2025
Key Strategies and Takeaways for Navigating Estate Planning in 2025
Estate planning is a multifaceted financial task that can feel overwhelming. It encompasses managing your financial assets and minimizing estate taxes as well as ensuring your loved ones are taken care of and content with their inheritance. On top of that, estate laws can change from time to time, which makes it essential to stay […]
10 min read
13 Jan 2025
How to Incorporate 529 Plans into Your Estate Plan?
A 529 plan is a savings tool that is typically used to save for a child or grandchild’s education expenses. Apart from parents and grandparents, other individuals like uncles, aunts, etc., can also use it. These plans offer tax-free growth and tax-exempt withdrawals when used for qualified education expenses, which makes them an attractive option […]
8 min read
19 Nov 2024
Estate Planning Checklist for Pre- and Post-Death Planning
Estate planning refers to the management and distribution of an individual’s assets in the event of their incapacitation or death. It goes beyond just writing a will; it includes a variety of legal tools that help ensure your wishes are respected, minimize tax burdens, and provide a clear path for your loved ones to follow […]
7 min read
12 Jun 2024
The Right Time to Start Making an Estate Plan
Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it as a mere legal formality but it is more than just that. Estate planning allows you to leave your assets to your loved ones in a way that is hassle-free for […]
14 min read
19 Apr 2024
6 Things You Should Know to Create a Robust Estate Plan
While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing. It outlines how your estate should be distributed and minimizes […]
19 sec read
14 Jan 2024
The Right Time to Start Making an Estate Plan
Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it as a mere legal formality but it is more than just that. Estate planning allows you to leave your assets to your loved ones in a way that is hassle-free for […]
9 min read
06 Jun 2023
Estate Planning Strategies For High-Net-Worth Individuals
High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning […]
11 min read
11 May 2023
8 Ways to Pass on an Inheritance
Estate and inheritance planning offers the opportunity to create a lasting legacy while also ensuring the financial security of your heirs. However, passing on an inheritance can be complex and requires careful consideration to ensure that the wishes of the deceased are met, while also ensuring the interests of beneficiaries are protected. Although a will […]
11 min read
01 Nov 2021
Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical
Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if your estate is worth $11.7 million in 2021, which is the federal estate tax exemption limit for 2021. However, every adult, and every family, needs an estate plan. Attending this essential […]
9 min read
28 Jun 2021
Estate Planning for Persons with Large Retirement Accounts
When it comes to planning for the future, both retirement planning and estate planning are equally important. While the former will ensure that you have enough money to last your non-working years, the latter will ensure that your money goes to its rightful inheritors. Retirement accounts like an Individual Retirement Account (IRA), a 401(k) retirement […]
8 min read
31 May 2021
Common Challenges Faced in High-Net-Worth Estate Planning
The typical notion of succeeding in life is by earning more money. Most people spend their entire lives chasing after money-making opportunities, working hard, saving and investing to amass a bigger corpus. Whether it is school or college, the end goal is normally to land up in a high paying job and be rich. Money […]
10 min read
28 Apr 2021
How is Estate Planning Connected With Succession Planning
Accumulating wealth and building a business can take years of rigorous hard work. Hence, taking concrete steps to safeguard your wealth and business from the changing times, evolving laws, and the notions and conflicts of future generations, is imperative. Over the years, the importance of estate and succession planning has come to the forefront. According […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.