November 25, 2020 •
Estate Planning ![]()
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
Read MoreOctober 9, 2020 •
Estate Planning ![]()
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Read MoreSeptember 30, 2020 •
Estate Planning ![]()
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 4, 2020 •
Estate Planning ![]()
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Read MoreSeptember 1, 2020 •
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When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
Read MoreAugust 31, 2020 •
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’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.
Read MoreAugust 26, 2020 •
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Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
Read MoreAugust 4, 2020 •
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As you plan how you will leave your estate, it is important to your family’s future that you leave a legacy with well-executed documents. It’s also essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate.
Read MoreJuly 14, 2020 •
Estate Planning ![]()
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can't afford to put that off.
Read MoreMay 11, 2020 •
Estate Planning ![]()
A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?
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