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What Can You Do If Someone Steals Your Inheritance?

July 14, 2023

As far as the “how” goes, it’s important to remember that inheritance theft can take many different forms.

Estate Planning

How Estate Planning Works with Exit Planning

July 12, 2023

Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans, as well as financial, legal and operational issues.

Estate Planning

Top Five Mistakes to Avoid When Passing Generational Wealth

July 10, 2023

What could go wrong with this transfer of generational wealth? Several things, in fact.

Estate Planning

Do You Pay Taxes on Gifts From Parents?

July 7, 2023

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.

Estate Planning

How Do Beneficiary Designations Work?

July 5, 2023

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!

Estate Planning

How Wealthy People Save on Taxes—Can You Do the Same?

July 3, 2023

The wealthiest taxpayers have many tools at their disposal to pay less to Uncle Sam. Some tactics, like donating to charity via trusts, might seem far-fetched but are perfectly legal.

Estate Planning

What is the Purpose of a Blind Trust?

July 3, 2023

Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.

Estate Planning

How Gifting and Joint Ownership Can Go Wrong

June 30, 2023

There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.

Estate Planning

Should Your Estate Plan Include a Family Trust?

June 28, 2023

Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking.

Estate Planning

Legal Documents Every Senior Needs

June 26, 2023

There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.

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