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Estate Planning

How Does an Inheritance Trust Work?

November 6, 2023

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.

Estate Planning

Estate Planning and Tax Planning for Business Owners

November 3, 2023

This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.

Estate Planning

Do I Have to Pay Taxes on Trusts?

November 1, 2023

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.

Estate Planning

What Happens When the Second Parent Passes?

October 30, 2023

However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.

Estate Planning

Have Estate Plan Checkup before Heading to Warmer Winter

October 27, 2023

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

Estate Planning

What You Should Know about Inherited IRA

October 25, 2023

Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.

Estate Planning

Estate Plan can Ease Anxiety and Confirm Legacy

October 23, 2023

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.

Estate Planning

Do You Need a ‘Pour-Over’ Will?

October 20, 2023

For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.

Estate Planning

How Should I Plan for a ‘Solo Retirement’?

October 18, 2023

Here are some steps that women can take to ensure they are financially secure during their “solo retirement.”

Estate Planning

Revocable Trusts Make Sense for Retirees

October 16, 2023

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.

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