December 9, 2021 •
Estate Planning Estate planning is making decisions today for what you want to happen in the future.
Read MoreNovember 23, 2021 •
Estate Planning One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
Read MoreNovember 10, 2021 •
Estate Planning Inherited assets come with benefits, along with some burdens, so how can I help my children?
Read MoreNovember 2, 2021 •
Estate Planning Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
Read MoreMost of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
Read MoreOctober 15, 2021 •
Estate Planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreOctober 14, 2021 •
Estate Planning Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
Read MoreOctober 12, 2021 •
Estate Planning If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Read MoreOctober 7, 2021 •
Estate Planning Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
Read MoreOctober 6, 2021 •
Estate Planning It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
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