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Estate planning is a vital component of securing your financial future and ensuring that your assets are distributed according to your wishes after you’re gone. But amid the legal fees, paperwork, and consultations with professionals, a common question often arises: “Is estate planning tax deductible?” In this blog post, we’ll dive into the world of […]

November 10, 2023

Is Estate Planning Tax Deductible?

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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.

July 22, 2019

Prevent Problems Before They Happen

prevent problems
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Today’s blog is a guest blog written by Heidi Cookson, Marketing Director for Vinnie Bonazzoli’s firm, Family Estate Planning Law Group. Vinnie has been practicing law since 1985, and his law firm is changing the way people view estate planning through their relationship-oriented practices and ongoing client care program. Vinnie also runs a law firm […]

May 30, 2019

Guest Blog – Millennial Trend for Retirees: The Side Hustle

side hustle
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You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

May 2, 2019

Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted

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If you were to receive a sizable inheritance, what should you do with it? This money could help you achieve some of your important financial goals , so you’ll want to think carefully about your choices.

April 20, 2019

How to Be Smart about an Inheritance

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A family from the United Kingdom has made international news, as a result of an alleged will forgery fueled by a mother-in-law’s disdain for her daughter’s husband.

April 11, 2019

Disinheritance of Family Members

Disinheritance
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You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties and surprise tax bills. Did you know that the type of investments you hold could also hand you a surprise tax bill and potentially ruin your IRA status?

April 3, 2019

How Will My IRA Be Taxed?

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According to a new report from Kaspersky Lab, more than one in 10 people have now used cryptocurrency to make a purchase. As this number continues to grow, so does the importance of understanding the potential tax and estate planning consequences.

March 28, 2019

Digital Assets in Estate Planning: The Brave New World of Estate Planning

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