Business Interests are better Protected by Trusts
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
July 26, 2022
Marital Trusts have multiple Benefits
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
July 25, 2022
Your Estate Plan should incorporate Asset Protection
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
July 20, 2022
Strategies to reduce Generation-Skipping Transfer Tax
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
June 29, 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
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
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
Roth IRAs are Powerful Retirement Savings Tools
Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won’t be stuck with a tax bill in retirement when you can least afford to pay it.
May 19, 2022
LLCs can Reduce Estate Taxes
These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.
May 16, 2022
Portability can be used to Protect Farm
One of the most overlooked and misunderstood tax laws – available to married farming couples – is an opportunity called portability.
May 10, 2022