ShareFor 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.
Read More »
The Top 10 Questions to Ask When Creating an Estate Plan
ShareIf you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.
Read More »
The Importance of Having a Healthcare Directive in Your Estate Plan
ShareAs you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity.
Read More »
Understanding Your Options: A Guide To Different Types of Insurance Policies
ShareAre you looking for ways to manage the risks associated with aging or an uncertain future? If so, familiarizing yourself with various types of insurance policies is essential.
Read More »
5 Common Estate Planning Mistakes to Avoid
ShareTrust and estate planning is an important part of ensuring the security of your family’s future.
Read More »
What is a Charitable Trust & How Does it Work?
ShareMany people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives. Charitable remainder trusts were authorized by the 1969 Tax Relief Act. […]
Read More »
What is the Difference Between a Will and a Trust?
ShareMany people use the terms “will” and “trust” interchangeably, but these documents are very different. In many cases, it’s wise to set up both a will and a trust as components of a comprehensive estate plan. What is a will? A will is a legal document that names who you want to receive your property […]
Read More »
How To Choose a Trustee: 4 Key Considerations
ShareChoosing the right trustee to manage your assets is one of the most important steps in estate planning.
Read More »
What is a Trust?
ShareA trust is a legal document that allows a third party, or trustee, to handle your assets in the event of death or incapacity. Why do people set up trusts? People set up trusts to help manage their assets during their lifetime and after death. In the event of death, trusts make sure that your […]
Read More »
Protect Your Financial Legacy with a Spendthrift Trust
ShareDid You Know? Research shows that people who receive an outright inheritance often squander the money.1 One study found that people of ages 20-40 lost half of all money inherited due to spending or bad investments.1 Another study found that one third of people who received an inheritance had negative savings within two years of […]
Read More »
A Guide to Special Needs Trusts
ShareSpecial needs trusts offer a solution for those who want to provide assistance to someone with special needs, while maximizing the benefits of government programs. Living with special needs involves many challenges to ensure proper care. Predicting medical expenses and evaluating resources for long-term support can be tricky and overwhelming. Regardless of age, a family […]
Read More »
What You Need to Know About Estate Planning
ShareAn estate plan defines who you want to manage or receive your assets in the event of your incapacity or death. Did you know that “estate” is a Middle English word derived from the Latin term for status? Since the 13th Century, this archaic word has been used to describe a person’s social standing or […]
Read More »Explore More Topics
Ready to brush up on something new? We've got more to read right this way.