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How to conduct estate planning during deflationary times

Successful estate planning is linked to the idea that an asset will be worth more money in the future than it is now. Think about a home purchased in a desirable neighborhood 20 or 30 years ago. Today, it likely will be worth more. During these uncertain times, the concept that financial professionals call “time...

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COVID-19 essential estate plan 'go package'

Many people put together an estate plan, figure they are all set, and promptly check it off their to-do list. What they fail to recognize is that creating a plan is only part of the process. The plan, no matter how comprehensive it is and how hard you work on it, does little good if...

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Can I include social security benefits in my estate plan?

Social Security benefits are designed to help people with disabilities, widows, and widowers. While Social Security benefits are often overlooked in estate plans, it's important that these benefits are protected in the event that a recipient is unable to make decisions on his or her own. It's important to first point out that your power...

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Should I include healthcare in my estate plan?

Whether you have already established an estate plan or plan on establishing one, it's important to take your healthcare decisions into consideration. Even if you are young and healthy, there may come a time when you won't be able to make these decisions for yourself. You could become incapacitated due to an age-related health condition...

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Revisit your estate plan every few years

So you devised a will or trust. You've already decided how you want your assets to be distributed. You know who you want to receive them after you pass away. An estate plan should never be set in stone, however. If you have established a will or trust, it's critical to revisit it every few...

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The SECURE Act will impact retirement accounts

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law. It went into effect on January 1, 2020. While its purpose is to prevent older Americans from outliving their assets, it has a profound impact on estate plans that include retirement accounts. If you have already established...

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Taxpayers can pick which schools, charities get their tax dollars under state credit program

The April 15 tax filing deadline looms. For Arizona taxpayers, that means having the power to control how their tax dollars are used. Arizona taxpayers can now direct their tax dollars to schools and charities they support and believe in. That is due to the state’s tax credit program. The program lets taxpayers make contributions...

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How small businesses can avoid a tax audit

Keeping business and personal expenses separate is one way to help yourself if the government decides to audit you. Other tips on how to deal with an Internal Revenue Service (IRS) tax audit include saving documents, minimizing paper storage and hiring a bookkeeper. These steps were outlined in an article posted on abovethelaw.com, which features...

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Estate planning laws favor married couples, so message to unmarried partners: plan now

The lesson for unmarried couples living together: protect your finances and emotional health by taking time to establish estate-planning documents. Doing this paperwork now could save your loved one trouble later, including the loss of a home, if you die first. Estate planning tips for unmarried couples were outlined by nextavenue, a nonprofit web site that...

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