Category: Estate Planning

Death Tax: Part 2

In part 1 we covered the gift tax. In part 2 we will cover the federal estate tax. The Federal Estate Tax is a tax on your right to transfer property at death. Learn how to mitigate the this tax.

Death Tax Part 1: Gift Tax

We all worry about income tax, but there are other taxes that you need to consider. In the first on this 3 part series, we will discuss the gift tax.

4 Mistakes to Avoid When Creating an Estate Plan

Learning about estate planning can be confusing since there is so much misinformation out there. Simply, estate planning allows you to legally appoint agents to act for you if you cannot act for yourself, and it allows you to document your wishes as to your end of life decisions, and how you would like your belongings to be distributed to your heirs at your death. It does require some time and effort to put in place; however, getting it done will give you peace of mind knowing that your affairs are in order.

Top 3 Little Known Retirement Planning Tips to Enjoy Your Golden Years

On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Estate Planning on Monday, May 22nd, 2017.

When it comes to retirement planning, most advice focuses on how to save money and manage a 401K or pension plan. And of course, good estate planning is very important for a dignified retirement. However, it’s vital to remember the rest of life in your plans, too.

Top 3 ways to plan a fulfilling & dignified retirement

The primary goal of retirement planning is to maintain roughly the same living standards. However, achieving this goal can be challenging without a proper retirement plan. So how can you achieve financial security and happiness after retirement? Here are the top 3 ways.

Update your Estate Plan every 3-5 years.

On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Estate Planning on Monday, April 4th, 2017.

There are some life changes that should trigger a re-evaluation of an estate plan, no matter when the last revision was.

How Federal Senior Programs May Be Affected by New Budget

On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Estate Planning on Monday, May 1st, 2017.

The political climate has changed dramatically since the election of Donald Trump, to put it mildly. It’s not always easy to figure out what the president is planning to do and how well he is working with his Republican colleagues in Congress. However, proposed budget cuts may dramatically affect several important Federal senior programs.

Get to Know Your Estate Planning Documents

An estate plan consists of numerous documents that compliment your living trust. If you are not familiar with your estate planning binder, it can be difficult and frustrating to figure out what each document is and what purpose it serves. Here is a quick description of the most common documents contained in your estate plan. If you are missing any of this paperwork, it is important to have your estate plan reviewed and updated.