Top Ten NON-Tax Estate Planning Tips

Top 10 Estate Planning Tips

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC®   Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families.  However, estate taxes currently apply only if you have an estate worth more than $11.7 million (and twice that if you are married). Obviously, that means most people…

Read More

The “Right” Way to Add Adult Children to Your Bank Accounts

Right Way To Add Adult Children To Bank Accounts

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts It’s a scenario we see often—an older adult wants to add one of their adult children to a bank account.  Typically, it is done for convenience purposes in case something…

Read More