How Should you Handle an Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 1, 2023
How Does an Inheritance Trust Work?
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
October 30, 2023
Life Insurance should be Major component of Estate Plan
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
October 19, 2023
Do You Need a Will or Trusts or Both?
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
October 5, 2023
Add your Pet to your Estate Plan
When it comes to pets and estates, there are two main rules to understand.
October 4, 2023
Ways to use a No-Contest Clause in your Planning
No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
September 25, 2023
The Safe way to Pass on Family Heirlooms
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
August 30, 2023
How an Intentionally Defective Grantor Trust Protects Wealth
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
August 23, 2023
When Life Insurance becomes Taxable
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.
August 22, 2023
Things that should Never Belong in Your Will
Writing a will is not as simple as just slapping together a list of desires. However, there are some things you should not put in your will.
August 8, 2023