Several Advantages in a Discretionary Trust
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 5, 2022
Gifting to your Loved Ones can reduce Taxes
Everyone likes money, right? Giving money to family or friends can also be a smart tax planning move.
March 30, 2022
Bypass Trust gives Flexibility in managing Taxes
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
March 14, 2022
Why You should review Estate Planning
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
March 9, 2022
A Trust provides more flexibility than a Will
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
March 2, 2022
Options to give Assets to Minor Grandchildren
You have many options to make sure your wishes are followed after you die.
February 28, 2022
Carefully consider which Assets to place in Trust
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
February 18, 2022
Understanding the Legal Terms in Estate Planning
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 17, 2022
How Executors manage Accounts after Death
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
February 16, 2022
How Do I Conduct an Estate Sale?
Preparing for an estate sale can be a difficult and emotionally challenging task.
February 9, 2022