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Kelly Holloway: EDHD Estate Planning
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What is a GRAT and Does Your Family Need One?
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“During this crazy 2020 tax year, in addition to being faced with all the issues surrounding Covid-19, as well as the roller coaster ride of the stock market, we are also currently in an environment where the interest rates are as low as they ever have been.” Continue reading
Posted 4 days ago at EHDH Estate Planning
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Can an Inheritance Lead to Trouble for Marriages?
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“Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.” Continue reading
Posted 4 days ago at EHDH Estate Planning
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Reviewing Your Estate Plan Protects Goals, Family
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“Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.” Continue reading
Posted 4 days ago at EHDH Estate Planning
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  Does Your Estate Plan Include Digital Property Protection?
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“It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.” Continue reading
Posted 4 days ago at EHDH Estate Planning
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Why Everyone Needs an Estate Plan
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“First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.” Continue reading
Posted 4 days ago at EHDH Estate Planning
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How Does Guardianship Work?
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“As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?” Continue reading
Posted Oct 9, 2020 at EHDH Estate Planning
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Making the Most of Exemptions and Flexibility in Gifting
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“Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These higher exemptions are scheduled to return to $5 million, adjusted for inflation, after December 31, 2025, but they could be reduced before then, as a result of political or policy changes.” Continue reading
Posted Oct 9, 2020 at EHDH Estate Planning
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Consider Funding a Trust with Life Insurance
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“Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.” Continue reading
Posted Oct 9, 2020 at EHDH Estate Planning
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Do I Have to Pay Taxes during Retirement?
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“Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income taxes.” Continue reading
Posted Oct 9, 2020 at EHDH Estate Planning
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Avoid Estate Planning Mistakes
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“These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.” Continue reading
Posted Oct 9, 2020 at EHDH Estate Planning
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Can I Revoke a Power of Attorney?
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“Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.” Continue reading
Posted Oct 6, 2020 at EHDH Estate Planning
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Can You Distribute Unequal Amounts in an Estate Plan?
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“For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.” Continue reading
Posted Oct 5, 2020 at EHDH Estate Planning
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Should You Include a Letter of Instruction with Your Estate Plan?
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“LOIs may also include whatever you think may help the people you leave behind or who would take over if you are not capable.” Continue reading
Posted Oct 5, 2020 at EHDH Estate Planning
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How to Choose a Trustee
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“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” Continue reading
Posted Oct 5, 2020 at EHDH Estate Planning
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The Simple Math Behind Social Security Benefits
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“Should I start collecting Social Security retirement benefits as early as possible, or hold off for longer in exchange for plus-size payments?” Continue reading
Posted Oct 5, 2020 at EHDH Estate Planning
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Pre-Election Estate Planning Includes a Vast Variety of Trusts
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“Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.” Continue reading
Posted Sep 25, 2020 at EHDH Estate Planning
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What Does an Executor Do?
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“My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.” Continue reading
Posted Sep 25, 2020 at EHDH Estate Planning
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How 401(K) Beneficiaries Work with Your Estate Plan
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“To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.” Continue reading
Posted Sep 25, 2020 at EHDH Estate Planning
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Locking in a Deceased Spouse’s Unused Federal Estate Tax Exemption
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“If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.” Continue reading
Posted Sep 25, 2020 at EHDH Estate Planning
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How to Protect Your Estate from Unintended Heirs
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“What happens when a decedent’s will or trust does not provide for a decedent’s child?” Continue reading
Posted Sep 25, 2020 at EHDH Estate Planning
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Wealth Transfer Strategies to Consider in an Election Year
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With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58 million per taxpayer. Assets included in a... Continue reading
Posted Sep 23, 2020 at EHDH Estate Planning
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What Needs to Happen after a Spouse Dies?
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“The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.” Continue reading
Posted Sep 18, 2020 at EHDH Estate Planning
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Searching for Lower Taxes? Check State Laws
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“Some states are great to live in, but not so great to die in.” Continue reading
Posted Sep 18, 2020 at EHDH Estate Planning
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Estate Planning for Asset Distribution
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“The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.” Continue reading
Posted Sep 18, 2020 at EHDH Estate Planning
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Social Security Benefits: Timing Is Everything
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“Deciding when to start receiving Social Security retirement benefits is an important decision. Making the wrong choice could cost you.” Continue reading
Posted Sep 18, 2020 at EHDH Estate Planning
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