The Responsibilities of Being a Guardian
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
December 14, 2022
Unified Tax Credit is Central to Estate Planning
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
December 13, 2022
SLAT is Increasingly Popular for Married Couples
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
December 12, 2022
Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022
Protect the Family Business for the Next Generation
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
December 6, 2022
Guardianship is a Valuable tool to Protect Loved Ones
A guardianship is a court-ordered relationship that is created to protect a person who is incapable of handling their estate or personal affairs. Guardianship law varies by state.
December 5, 2022
Steps to Minimize Inheritance Battles
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
December 1, 2022
Prenup is a Useful Tool in Estate Planning
A prenuptial agreement can save you a lot of money and time should your marriage end. Often called a prenup, this document lays out how your assets and debts will be distributed should your marriage end.
November 30, 2022
The Estate of The Union Season 2|Episode 4 is out now!
The Estate of The Union Season 2|Episode 4 – How To Give Yourself a Charitable Gift is out now! This is the time of the year
November 29, 2022
529 Plans are a Strategy for Estate Planning
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
November 28, 2022