Asset Protection Trusts can address Long Term Care

The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.

April 5, 2023

Take Care when using a Self-Directed IRA

An individual retirement account makes it simple to invest in assets like stocks, bonds and exchange-traded funds (ETFs). However, there’s a special type of IRA called a self-directed IRA that lets you own alternative assets like real estate.

March 29, 2023

Include your Memorabilia in your Estate Planning

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

March 20, 2023

Irrevocable Grantor Trust can reduce Tax exposure

When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.

March 16, 2023

Consider Annuities in your Estate Planning

An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the annuity owner. Who you choose to be the beneficiary of your annuity depends on several factors, including the type of annuity you own and your financial goals for it.

March 2, 2023