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Estate Planning 101 Presentation – August 28 and 29, 2023

You planned for a babysitter.  You prepared 100 pages of instructions for the babysitter.  You went to dinner at a restaurant and the first thing you did was to call home and ask how things were going.  What kind of planning have you done for when you are deceased and can not call home to ask how things are going? Estate Planning 101 presentation…
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Totten Trust Can Protect Your Money for Your Loved Ones

Totten trusts, or payable-on-death bank accounts, are an estate planning tool that allows you to transfer money to a chosen person upon your death. When you make a Totten trust, you put funds into a revocable trust and designate a beneficiary to receive them. As the individual who made the account, you are the acting…
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What Does It Mean to Be Estranged?

Estrangement refers to a breakdown in a relationship, such as a relationship with a spouse or family member, where there is no longer any communication, or communication has become hostile, and the individuals lead separate lives. Although estrangement can significantly impact individuals’ lives, it is not a legal term and, in many cases, might not…
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What You Should Know About Required Minimum Distributions

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they reached this age before January 1, 2020, or the year in which a person retires (if after age 72). There are some exceptions. In the…
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IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases. Gift Tax Annual Exclusion Effective January 1, 2023, the gift tax annual exclusion will increase from…
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Counseling Oriented Planning

It is not about a piece of paper, it is about your peace of mind. Listen to these Radio Programs Called “Family Spectrum”  with Estate Planning Expert Charles Dorwart https://uxtf.net/ChuckDorwart2FamilySpectrum090910.mp3 https://uxtf.net/ChuckDorwartFamily2Spectrum100513.mp3 https://uxtf.net/ChuckDorwartFamily2Spectrum091119.mp3 https://uxtf.net/ChuckDorwartFamily2Spectrum100225.mp3 https://uxtf.net/ChuckDorwartFamily2Spectrum100127.mp3 https://uxtf.net/ChuckDorwartFamily2Spectrum100429.mp3

THE ESTATE PLANNING SOLUTION: It’s Not About Documents – It’s About Results!

The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones.  These instructions can be included in a will, a trust, and in several other related documents.  We find that most of our clients are best served with a combination of these tools.  DEVELOP Your…
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The Importance of Title

Everything in estate planning comes down to title. Personal protections depend on title. Tax savings depend on title. In other words, you and your family only receive the benefits of your planning if your planning controls your wealth. Control comes from title. There are basically three types of title: Individual Name, Joint Name and Contract.…
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What Is “Proper” Estate Planning?

Proper Estate Planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow for the possibility of your own disability. It should give “what you own to whom you want, when you want, and the way you want”. Your estate plan should include…
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image of parents with children

Creating a Plan

Before you leave the kids with a babysitter for a few hours, you conduct serious research and planning sessions to make sure they will be safe. You provide multiple pages of instructions for the babysitter to ensure that your child and house are safe in their capable hands. Have you done the research and planning…
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