There are Burial Benefits Available to Veterans
Veterans Affairs officials want to remind vets that some department benefits extend not only for the rest of their lives, but also after they pass away.
March 28, 2023
Planning to Protect your Pet after Death
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
March 27, 2023
Trust can be Designed to be Millennial Friendly
If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
March 22, 2023
Corporate Transparency Act May Impact Estate Planning
The new federal law is called the Corporate Transparency Act (the “CTA”). The purpose of the CTA is to create a comprehensive, searchable, national database of companies.
March 21, 2023
Include your Memorabilia in your Estate Planning
Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
March 20, 2023
Irrevocable Grantor Trust can reduce Tax exposure
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
March 16, 2023
How to Avoid Common IRA Errors
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn’t mean they all have a full understanding of how IRAs work.
March 15, 2023
Divorce requires a Review of Estate Planning
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
March 14, 2023
Some Best Practices for a Trustee to follow
Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
March 9, 2023
Consider placing your Home in a Property Trust
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
March 7, 2023