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Common Estate Planning Mistakes to Avoid

Submitted by 360Blue Financial Strategies on December 9th, 2022

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause common mistakes to occur that could be avoided with proper preparation.

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  • Estate Planning
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Estate Taxes Might Be Amended Soon

Submitted by 360Blue Financial Strategies on December 22nd, 2021

Estate Taxes May Be Amended Soon
 What to know about the budget reconciliation bill.

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.

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  • Estate Planning
  • Financial Planning
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Estate Planning after a Second Marriage

Submitted by 360Blue Financial Strategies on November 29th, 2021

Estate Planning After a Second Marriage

Special considerations for a complex situation.

 

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  • Estate
  • Estate Planning
  • Marriage
  • Second Marriage
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