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?
Apr 18, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 226 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.
Apr 4, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 224 – Lisa Marie Presley’s death in January of this year came as a shock to many. But it’s just the beginning of the story.
Jan 24, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 214 – Every year a substantial number of people go from married to single, either through divorce or death. A recent article looked at some of the estate planning steps you may need to take if it happens to you.
Jan 3, 2023 | SML Planning Minute Podcast, Personal Planning, Estate Planning, Company News
Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value.