by SDP Team | Jan 8, 2018 | Estate Planning
With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous. You can use...
by SDP Team | Dec 11, 2017 | Estate Planning
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal...
by SDP Team | Apr 14, 2017 | Estate Planning
Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major...
by SDP Team | Mar 22, 2017 | Estate Planning
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical...
by SDP Team | Mar 13, 2017 | Estate Planning
Don’t drop the ball when planning your estate People work hard throughout their lives to provide for their families, but many make serious errors in planning — or simply fail to plan — when it comes to passing their wealth to heirs after they die. To that point,...
by SDP Team | Mar 4, 2017 | Estate Planning
What to check (and double-check) before you leave this world. Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning...
