Blended families can present unique challenges when it comes to estate planning. With children, stepchildren, ex-spouses, and current spouses, estate planning can quickly turn into a daunting labyrinth if not managed with care.
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As the end of the year approaches, it’s a great time to review your estate planning documents and tax strategies. This annual check-in is crucial to ensure that your assets are protected, and your wishes will be carried out in case of incapacity or death.
Creating a special needs trust allows for the distribution of funds to benefit your loved one without jeopardizing their eligibility for important government benefits such as Supplemental Security Income (SSI), Medicaid, state-based, asset sensitive medical and social programs, and housing assistance, to name a few.
Are you looking for peace of mind that your estate will be handled properly after you’re gone? With careful estate planning strategies, you can save your beneficiaries from costly probate proceedings and provide them with more of their inheritance.
Business owners devote countless hours and resources to grow a successful enterprise. However, it is equally important to plan for the future of your business. Business succession planning ensures continuity and longevity by providing a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.
For many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.