Trust and Estate Planning
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By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries. When advising beneficiaries of distribution options for their inherited IRAs and employer plans (retirement accounts),…
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Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about…
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Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection with DOGE’s “discovery” that there were 120-year-olds in the system who could not possibly still…
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Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear path for how their estate will be handled after they pass. Despite its importance,…
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Even beginning to think about an estate plan can seem overwhelming. Before you start stressing out over who gets Grandma June’s antique vase, take a step back and think about who you want to be…
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The Johnson Team As your Family CFO, we are committed to guiding you through the intricacies of estate planning. Our family meetings are a cornerstone of this process, providing a collaborative space to discuss and…
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To see the full transcript from Travis and Kyle’s video, please see below. Kyle : Welcome to this month’s Ask the CFP® segment. Today’s topic is an exciting one and you’re in for a treat as…
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By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
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By – Jackson Wegner – CFP® Planning for the transfer of wealth and assets to future generations is a significant consideration for many individuals. While a will is a common estate planning tool, it may…
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Family Office Strategist – Elizabeth Sheehan, J.D. Estate planning is a complicated process filled with legal terms that can be overwhelming. Developing some familiarity with the various documents and roles typically involved in a straightforward…
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In this installment of Ask the CFP ®, our question is Why don’t wills avoid probate? We are frequently asked whether a will is subject to going through probate. There is a common misconception…
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Welcome to Ask the CFP®! In this episode, I’m addressing the question: should I use an Adjustable-Rate Mortgage? Unlike traditional fixed-rate mortgages, adjustable-rate mortgages – commonly referred to as ARMs – have an interest rate…
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By Erin Hadary, CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED FINANCIAL TRANSITIONIST® I work with many people who inherit millions of dollars. Many of them find the windfall of money to be exciting and overwhelming, but…
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Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel…
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Tackle Your Estate Planning Fears and Plan for the Future Nothing strikes fear into the hearts of adults quite like estate planning, and it’s about more than the technicalities of creating a will or a…
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A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming a possibility. According to the Wall Street Journal, an estimated $61 trillion in wealth will…
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High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
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By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden sat between rolling hills in a valley filled with bright sun and very few trees.…
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By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications of a Democratic majority-led government. While this provides a great opportunity to…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are the most common estate planning mistakes?” Over my career I’ve witnessed many estate planning mistakes and most of…
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By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to…
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By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…
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By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a unique atmosphere for estate planning. The unprecedented current economic environment provides a window of opportunity…