Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.6 Important Estate Planning Considerations – Part 5: Retirement Assets … [Read more...]
6 Important Estate Planning Considerations – Part 3: Your Kids
An estate plan considers not just to whom assets should go, but also how. Each beneficiary is unique and the estate plan should consider their unique situation. This article looks at a couple with three very different children and how they might leave the assets for them in three very different ways.6 Important Estate Planning Considerations – Part 3: Your Kids … [Read more...]
Missouri Police Create Directory for People with Autism
For the parent of a child with special needs, navigating everyday activities can be a minefield. Even something as seemingly safe as interacting with law enforcement can turn into a dangerous nightmare for someone with mental health issues. That same interaction can also be difficult for a police officer if he/she is unaware that the person the officer has encountered has special needs. Unfortunately, we have all heard news reports illustrating how these interactions can go horribly wrong in an … [Read more...]
Top Reasons for Avoiding Probate
As your family and your estate grow, so should your estate plan. Over the course of your life, you will likely add a number of additional goals and objectives to your overall plan. One of the most popular additions to the average estate plan is probate avoidance. To help you decide if probate avoidance tools and strategies should be added to your plan, the probate attorneys at Amen, Gantner & Capriano, Your Estate Matters, LLC explain the most common reasons for avoiding … [Read more...]
Key Reasons Not to Wait to Make a Medicaid Plan
If you have an initial estate plan in place you are ahead of over half of Americans, according to recent surveys. While this is certainly good news, do not make the mistake of assuming that the initial estate plan you create will remain effective throughout your entire lifetime. As your estate and family grow, and your estate planning needs change, you will need to update your initial estate plan. For many people, Medicaid planning is a critical addition to their estate plan. The Affton … [Read more...]
How to Make an Estate Plan That Takes Your Family’s Needs Into Account
Creating a comprehensive estate plan will likely be one of the most important endeavors you undertake over the course of your lifetime. When properly drafted and executed, an estate plan will protect you and your loved ones while you are alive, help protect and grow your assets, and provide for your family when you are gone. Estate planning is also a highly personal process that must take the needs of you and your loved ones into account. The St. Louis estate planning attorneys at Amen, Gantner … [Read more...]
Planning for the International Client
Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed.Planning for the International Client … [Read more...]
6 Important Estate Planning Considerations – Part 6: Taxes
An estate plan considers many important aspects. One of the many aspects to consider is the impact of taxes. This article examines some of the many ways consideration of taxes might impact an estate plan.6 Important Estate Planning Considerations – Part 6: Taxes … [Read more...]
Dead Hand Control: How Much is Too Much?
This article examines trying to exert control over your beneficiaries after death. Often, clients try to dictate the exact manner in which funds are used. Usually, it is a better course to give the trustee discretion.Dead Hand Control: How Much is Too Much? … [Read more...]
Planning for the Unexpected
This article examines the death of Charlotte Fox, one of the most famous mount climbers ever, who fell down her stairs at home. You never know what risks might be around the corner, so you should be prepared. The article looks at the elements of a basic plan.Planning for the Unexpected … [Read more...]
