We have previously noted* on these pages that an important part of succession planning is gathering your key information such as account numbers, contact information, passwords, etc. so that members of your family can find what they need when the time comes. We recommend Erik Dewey's Big Book of Everything, available without cost in either PDF or Excel format, to help with this endeavor. If you use it and you like it, as he says, buy one of his books.
* See our October 11, 2011 post entitled A Real Bucket List
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Updates on Federal and state limits
Last last year, the IRS announced the annual updates to certain key figures: $13.99 million - the lifetime per-person estate and gift tax ...
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The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
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On November 25, Buffett announced a contribution of a little over $1.14 billion in Berkshire Hathaway shares to three foundations managed by...
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The IRS has finally issued its long-awaited Final Rule implementing the “SECURE 2.0” legislation governing distributions to non-spouse de...
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