November 30, 2020 •
Estate Planning ![]()
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Read MoreNovember 27, 2020 •
Estate Planning ![]()
Trusts can be useful in estate planning for passing on assets to your heirs. A grantor retained income trust (GRIT) is a specific type of trust that allows you to transfer assets, while still benefiting from the income they generate.
Read MoreNovember 26, 2020 •
Estate Planning ![]()
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
Read MoreNovember 25, 2020 •
Estate Planning ![]()
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
Read MoreNovember 24, 2020 •
Estate Planning ![]()
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Read MoreNovember 23, 2020 •
Estate Planning ![]()
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Read MoreNovember 20, 2020 •
Estate Planning ![]()
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
Read MoreNovember 19, 2020 •
Estate Planning ![]()
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
Read MoreNovember 18, 2020 •
Estate Planning ![]()
The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
Read MoreNovember 17, 2020 •
Estate Planning ![]()
Are you among the millions of workers who have fallen behind on retirement savings?
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