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Category: Estate Planning

Inheriting a house

What are Options When Inheriting a House?

POSTED ON: June 4, 2024 BY: Kyle Krull
Inheriting a house carries various legal and financial responsibilities.
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Small estate probate

What is Small Estate Probate?

POSTED ON: May 30, 2024 BY: Kyle Krull
Strategic planning can qualify an estate for small estate probate.
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Inherited IRA

Will RMDs be Required on an Inherited IRA in 2025?

POSTED ON: May 23, 2024 BY: Kyle Krull
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule for Inherited IRAs.
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Giving

How Can Lifetime Giving Lower Taxes?

POSTED ON: May 21, 2024 BY: Kyle Krull
Lifetime giving can reduce tax burdens for the giver and for the beneficiaries.
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Psychiatric advance directives

How Do Psychiatric Advance Directives Helping the Aging?

POSTED ON: May 16, 2024 BY: Kyle Krull
Psychiatric advance directives are estate planning tools to protect the mental health interests of individuals should they experience cognitive decline or incapacity.
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Guardianship

What are Alternatives to a Guardianship?

POSTED ON: May 14, 2024 BY: Kyle Krull
Powers of attorney documents can protect your rights and wishes from being lost suddenly through a guardianship.
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Military personnel

Why Do Military Personnel Need Estate Plans?

POSTED ON: May 9, 2024 BY: Kyle Krull
Veterans and active military personnel must protect their assets and their loved ones as well as their country.
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Midlife marriage

What Questions to Ask before a Midlife Marriage?

POSTED ON: May 7, 2024 BY: Kyle Krull
Getting married in midlife can be more complex financially than getting married directly after graduation.
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Financial Fraud

How is Cognitive Decline a Risk for Fraud?

POSTED ON: May 2, 2024 BY: Kyle Krull
Vigilance of loved ones and estate planning protections are key to safeguarding those with cognitive decline from financial exploitation and fraud.
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What are Current Inheritance Trends?

POSTED ON: April 30, 2024 BY: Kyle Krull
Recent national surveys provide insights on how inheritance trends impactestate planning strategies.
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