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The Three-year rule is part of the IRS tax code that deals with assets, transfers, and estates. The rule places certain assets in the total for the decedents’ gross estate when those assets are transferred within three years of the person’s death. When someone transfers property or assets to another person within three years of […]

What are the six essential steps to producing a quality estate plan, and how do you implement that plan? This is a common set of questions that apply to most people who want to plan for after they have passed. The six steps are as follows, and they will change slightly depending on your goals […]

What is the best tool to handle your estate when you pass? Some people find a will and last testament to be the best tool for disbursing assets. Others may find an irrevocable living trust to be a better match for controlling their assets at death. However, a third option may be the perfect tool […]

When choosing someone to choose an executor, guardian, or trustee of your will, be sure to choose a fiduciary. Many advisors can handle the basic guidelines of your will or trust, but not all of those are fiduciaries. The difference is that a fiduciary makes financial or other decisions for you, while a financial advisor […]

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