Apr 9, 2024 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Jan 23, 2024 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?
Nov 14, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 255 – Massachusetts is one of twelve states with a state estate tax. Even though it just raised its state estate tax exemption amount from $1 million to $2 million, you don’t have to be ultra-wealthy to be subject to estate taxes, so plan now.
Aug 22, 2023 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 243 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan.
Aug 1, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 240 – Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient.
May 23, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 231 – The IRS released Revenue Ruling 2023-2 stating that assets held in a grantor trust do not receive a step-up in basis upon the grantor’s death. What does that mean?