Latest
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Does Your Estate Plan Call for More Than Just a Will?
estate planning Everyone needs a will, but some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust.
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What’s Your Investing Time Frame?
estate planning It’s something you need to fully grasp to effectively pass down your wealth to the next generation (if you’re well off) – or avoid running out of money in retirement yourself (if you’re not)!
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When Do Living Trusts Make Sense?
estate planning A trust can solve a lot of problems. But like all tools, it can also be misused.
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Got Cash on Hand? How to Protect It from Lawsuits
estate planning Over 15 million lawsuits are filed annually in this country. Are your liquid assets protected? An asset protection trust could help. Here’s how.
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Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
estate planning A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
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How to Protect Your Estate: A Pandemic-Inspired Checklist
estate planning The pandemic has proved that preparation is critical, so if you’re ready to get your estate in order, here’s where to start.
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Exes, Stepchildren and Your Will: A Cautionary Tale
estate planning Don’t be like Bob. After his divorce, he failed to update his estate plan, which listed his stepdaughter as a beneficiary.
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Even Your Pet Needs an Estate Plan
estate planning Who will feed Fifi once you’re gone? It's something you should probably put in writing. There are three different ways to do that, some offering more protections than others.
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This Valentine’s Day – Think … Trust Income Tax Savings!
estate planning Valentine’s Day is synonymous with hearts and flowers, but for those with non-grantor trusts, there’s another symbol that could be associated with it: dollar signs.
