Supplemental Needs Trust can safeguard Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
June 20, 2022
Choosing the right Executor is Crucial
When you draft your will, you should name an executor.
June 16, 2022
Minimizing Taxes should be a Part of your Plan
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
June 15, 2022
Be certain You’ve got Legal Documents for your College Kid
Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
June 14, 2022
What is the Best Way to Leave Money to Children?
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
June 13, 2022
Discuss Estate Planning before Marriage
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
June 9, 2022
Identifying the Early Signs of Dementia
Here are some common medical problems that can be mistaken for dementia.
June 8, 2022
Dying without a Will is costly
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
June 7, 2022
Life Insurance can help Women with Estate Planning
Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.
June 6, 2022
Latest Ways to Prevent Dementia
Recent studies have investigated preventative measures for dementia.
June 3, 2022