September 27, 2021 •
Estate Planning ![]()
The cryptocurrency market climbed to more than $2 trillion over the weekend. Investors who want to get in on those gains may want to add those assets to their IRA.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreSeptember 14, 2021 •
Estate Planning ![]()
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
Read MoreSeptember 9, 2021 •
Estate Planning ![]()
If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
Read MoreAugust 6, 2021 •
Estate Planning ![]()
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
Read MoreAugust 2, 2021 •
Estate Planning ![]()
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
Read MoreJuly 7, 2021 •
Estate Planning ![]()
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Read MoreJuly 1, 2021 •
Estate Planning ![]()
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
Read MoreJune 23, 2021 •
Estate Planning ![]()
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
Read MoreJune 7, 2021 •
Estate Planning ![]()
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read More
