A Brief History of Estate Taxes Presented by Marc Aarons   Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from […]

National “Make a Will” Month Provided by Marc Aarons “Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.   When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to […]

What Happens When There Are No Beneficiaries Where do those accounts and policies end up? Provided by Marc Aarons Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when the original […]

Basic estate planning documents may not communicate your intentions. Provided by Marc Aarons @ Money Managers, Inc. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While appropriate documents may be in place, they may […]