Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022
Add Safeguards to Protect Heirs
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
December 20, 2022
The Responsibilities of Being a Guardian
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
December 14, 2022
Unified Tax Credit is Central to Estate Planning
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
December 13, 2022
The Estate of The Union Season 2|Episode 4 is out now!
The Estate of The Union Season 2|Episode 4 – How To Give Yourself a Charitable Gift is out now! This is the time of the year
November 29, 2022
GRATs are good Estate Planning Strategy
Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.
November 14, 2022
Take Care When Naming a Co-Trustee
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
November 8, 2022
What Is Upstream Planning?
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
November 2, 2022
A Pet Trust will keep your Animals Safe
With the largest spike in mortality in the United States in a century, following the onset of the pandemic, providing for one’s pets after death has become a growing topic of conversation for many animal lovers across the country.
October 11, 2022
IRAs can be used to make Charitable Bequests
There’s a tax-smart way to make bequests by using assets from individual retirement accounts at death.
October 3, 2022