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Estate Planning

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  • How to Transfer Assets From an UGMA

    The appeal of tax advantages may entice you to consider a transfer of assets from an UGMA (Uniform Gift to Minors Act) account to a section 529 plan. As you weigh your options and try to decide...

  • How to Plan Your Elderly Parents' Estate

    One of the most important things you can do to help your aging parents is assist in planning their estate. This will clarify their wishes and ensure that they receive the best care possible...

  • How to Create an Estate Plan

    If your net worth is more than $1 million (individual) or $2 million (couple), you need an estate plan - otherwise, your heirs may be sending a high percentage of your estate to the government in...

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