Keeping The Family Farm In The Family
Develop a successful transition plan that will provide for you, your heirs and your business.
September 10, 2020
What Is a Caregiver Agreement?
As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.
September 9, 2020
What Happens If You Don’t Fund Your Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
September 3, 2020
What Is a Testamentary Trust?
One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death.
September 2, 2020
What Is a Qualified Personal Residence Trust?
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
September 1, 2020
Different Trusts for Different Estate Planning Needs
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
August 31, 2020
August 27, 2020
Make the Most of Your Social Security Benefits
The more you know about Social Security, the more you’ll likely be able to get out of the program.
August 26, 2020
Better Plan than a Reverse Mortgage?
Using the equity in your residence is a method many people use to raise cash. There are several methods that a homeowner may use to tap into this income vein, but some may be better suited than others. One popular option—that often fills the airwaves with commercials—is the reverse mortgage. However, while popular, this may not be the best choice for many homeowners.
August 25, 2020
Business Owners Need Estate Plans
Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
August 24, 2020