Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
The American Taxpayer Relief Act of 2012 made several estate tax provisions permanent, creating planning opportunities that advisors may review with clients seeking to lessen the tax impact. 1. New exemption amount affects all clients The now-permanent $5 million exemption may have unintended consequences for clients at lower wealth levels who feel they do not