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
Frequently Asked Questions about Series I-Bonds
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
October 31, 2022
Include Your Business in Estate Planning
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
October 19, 2022
How to Manage Aging Parents Finances
Here are five ways to get started on this important issue of an aging parent’s finances.
October 5, 2022
Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Estate Planning is critical for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 13, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Managing Finances in a Blended Family
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
July 21, 2022
Consider a Prenup in your Estate Planning
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
June 23, 2022