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Category: Estate Planning

Estate Planning

Coronavirus Stimulus Plan: What It Means to You

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 seems to have something for almost everyone. The bill is 335 pages long, so today’s article is a summary of the few provisions most likely to affect our clients, specifically recovery rebate checks, which 90% of American households will receive, and the waiver of …View Article

Gifting Money or Assets to Adult Children

Many of our clients are torn over whether to give money to their children while they can see them enjoy it or make them wait to inherit the money after their passing.  There are pros and cons to each, so today’s article is going to help you think through these issues. Can you afford it? …View Article

Prenuptial Agreement – 5 Required Elements

Two of my good friends have gotten divorced in the past year. One breakup went relatively smoothly and the other was more of a “scorched earth” situation. Neither of these friends had prenuptial agreements, which would have made the process simpler and less painful for all parties involved. I was heartened to share with these …View Article

Living Trusts: Who is Your Trustee?

Most people spend a lot of time thinking about the details of their wills or living trusts (except for Prince). Most of the deliberation is, “Who should get how much, and when?” A second consideration is, “Who should I leave in charge of carrying out my wishes?” The person who carries out your wishes is …View Article

Prepare Kids to Inherit Wealth

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as Baby Boomers leave their assets to their children and grandchildren. There’s an army of estate planning attorneys and financial advisors who are ready, willing, and able to help prepare kids to inherit their wealth. Yet …View Article

Lack of Estate Plan Puts Prince’s Fortune In Jeopardy

I am always surprised when I hear that 55% of adults do not have a will or trust. When people die with a lack of estate plan, they frequently leave a mess behind for their loved ones. Prince became the latest celebrity to pass away with a shocking lack of estate plan, although he is not …View Article

Asset Protection Trusts – How Do They Work?

One of the boxes frequently checked as “very important” on financial planning questionnaires is Asset Protection. Let’s face it; we live in a litigious society. Wouldn’t it be nice if you could just start singing the MC Hammer song “Can’t Touch This” if someone sued you and demanded all of your assets? Sadly, for MC …View Article

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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