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Stephen Hartnett

What Estate of Marion Levine Means for Life Insurance

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Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.  … [Read more...] about What Estate of Marion Levine Means for Life Insurance

Estate Planning – Something You Shouldn’t Do Yourself

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It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family. Read on to learn more. … [Read more...] about Estate Planning – Something You Shouldn’t Do Yourself

The Evolution of our Unified Estate and Gift Tax System

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Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning.  As this article demonstrates, because the Estate Tax evolves constantly, it’s important to talk with a professional to create a plan to accomplish your goals.  Read on to learn more. … [Read more...] about The Evolution of our Unified Estate and Gift Tax System

The Intersection of Legacy Contacts and Estate Planning

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As more and more individuals get comfortable in the digital world, Estate Planning has changed to address the collection and transfer of digital assets.  The widespread use of a legacy contact allows owners of digital content to determine what will happen with it after they die.  Read on to learn more. … [Read more...] about The Intersection of Legacy Contacts and Estate Planning

2021 Estate Planning Survey Yields Interesting Results

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The popular website Caring.com conduct surveys every year to measure the estate planning preparedness of American adults. They have recently released their 2021 version, and there is a surprising shift among people in a certain age group. COVID Wake-Up Call In the United States, the average life expectancy is about 78 years, so many people think of estate planning as something that it is only relevant for senior citizens. On one level, this attitude is understandable, but we all know that … [Read more...] about 2021 Estate Planning Survey Yields Interesting Results

Biden Would Like to Reform Social Security

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According to the Social Security Administration (SSA), between 10,000 and 15,000 applications for benefits are being received every day, and this volume has been consistent for years. There is no end in sight, because the baby boomers are reaching retirement age. Clearly, there is a lot of interest in the ongoing solvency of the Social Security program, and the person in the Oval Office is certainly concerned. President Biden has proposed some changes, and we will look at the details … [Read more...] about Biden Would Like to Reform Social Security