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
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
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
June 1, 2022
Benefits of Pre-Planning Your Funeral
Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?
May 31, 2022
Leaving Property in Trust is Common
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
May 25, 2022
Safeguard your Inheritance from Divorce
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
May 9, 2022
Documents you can use to Plan for Incapacity
One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
May 4, 2022