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Kelly Holloway: EHDH Estate Planning
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What Is the Purpose of a Guardian?
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“Few will argue that the most important time to have a will is when you are parents of young children.” Continue reading
Posted Nov 14, 2022 at EHDH Estate Planning
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Is Spouse Automatically Your Beneficiary?
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“If the surviving spouse is a second or subsequent spouse and did not have any children with the decedent, the surviving spouse takes even less.” Continue reading
Posted Nov 14, 2022 at EHDH Estate Planning
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How GRATs can Transfer Wealth Across Generations
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“Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.” Continue reading
Posted Nov 14, 2022 at EHDH Estate Planning
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Why Is Power of Attorney So Important for Estate Planning?
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“Estate planning takes a lot of time, but another factor that needs to not be overlooked is having a power of attorney.” Continue reading
Posted Nov 14, 2022 at EHDH Estate Planning
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IRS Announces New Lifetime and Gift Tax Exemptions
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“The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.” Continue reading
Posted Nov 14, 2022 at EHDH Estate Planning
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Estate Planning for Different Ages and Stages of Life
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“An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.” Continue reading
Posted Nov 7, 2022 at EHDH Estate Planning
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Should I Keep Beneficiary Designations Up to Date?
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“Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?” Continue reading
Posted Nov 7, 2022 at EHDH Estate Planning
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What Happens When Inheritances are Unequal?
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“Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.” Continue reading
Posted Nov 7, 2022 at EHDH Estate Planning
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Who Should I Name as a Co-Trustee?
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“Unlike a last will and testament, a revocable living trust is effective during your lifetime.” Continue reading
Posted Nov 7, 2022 at EHDH Estate Planning
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Why Is it Important to Have an Estate Plan?
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“The problem is that while you expect to die of old age, this is not always guaranteed–which may cause uncertainties in the way your assets are distributed.” Continue reading
Posted Nov 7, 2022 at EHDH Estate Planning
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Estate Planning Considerations for Minor Children
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“When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.” Continue reading
Posted Nov 1, 2022 at EHDH Estate Planning
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Top 10 Success Tips for Estate Planning
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“Estate planning is one of the most important steps you can take for yourself and your loved ones.” Continue reading
Posted Nov 1, 2022 at EHDH Estate Planning
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How Does an Irrevocable Life Insurance Trust Work?
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“Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.” Continue reading
Posted Nov 1, 2022 at EHDH Estate Planning
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How Important Is a Health Care Power of Attorney?
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“It is your right to keep your health information private, but is that always what is in your best interests?” Continue reading
Posted Nov 1, 2022 at EHDH Estate Planning
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What Happens when You Inherit a Retirement Account?
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“There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.” Continue reading
Posted Nov 1, 2022 at EHDH Estate Planning
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Estate Plans Can Protect against Exploitation
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“According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’” Continue reading
Posted Oct 18, 2022 at EHDH Estate Planning
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What Is the Purpose of a Guardian?
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“A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.” Continue reading
Posted Oct 18, 2022 at EHDH Estate Planning
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Why Do You Need an Estate Plan?
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“Thinking about life after your death can be uncomfortable. However, it's one of the most important things you can do.” Continue reading
Posted Oct 18, 2022 at EHDH Estate Planning
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How Does Probate Court Work?
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“Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.” Continue reading
Posted Oct 18, 2022 at EHDH Estate Planning
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What Is a Community Property Trust?
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“Getting a step-up in basis when each spouse dies can be a big tax advantage. It has not been available to those who live in common-law states. However, it may now be–through a community property trust.” Continue reading
Posted Oct 17, 2022 at EHDH Estate Planning
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No Inheritance Tax for King Charles III
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“King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.” Continue reading
Posted Oct 10, 2022 at EHDH Estate Planning
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Ask Mom if She has a Will
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“My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.” Continue reading
Posted Oct 10, 2022 at EHDH Estate Planning
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Can a Trust Be Created to Protect a Pet?
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“With the largest spike in mortality in the United States in a century, following the onset of the pandemic, providing for one’s pets after death has become a growing topic of conversation for many animal lovers across the country.” Continue reading
Posted Oct 10, 2022 at EHDH Estate Planning
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Inflation Reduction Act Puts Prescription Drug Relief in Sight for Seniors
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“The Inflation Reduction Act of 2022 provides many benefits for retirees and older Americans.” Continue reading
Posted Oct 10, 2022 at EHDH Estate Planning
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Patagonia Founder Chouinard Gives Company to Planet Earth
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“’Instead of ‘going public,’ you could say we're ‘going purpose,’ Patagonia founder Yvon Chouinard said of his decision to give away the multi-billion dollar company.” Continue reading
Posted Oct 10, 2022 at EHDH Estate Planning
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