July 20, 2022 •
Estate Planning Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
Read MoreJune 13, 2022 •
Estate Planning Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
Read MoreMay 25, 2022 •
Estate Planning A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreApril 26, 2022 •
Estate Planning While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
Read MoreApril 19, 2022 •
Estate Planning Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreMarch 31, 2022 •
Estate Planning Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Read MoreMarch 23, 2022 •
Estate Planning Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreFebruary 10, 2022 •
Estate Planning The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
Read MoreJanuary 13, 2022 •
Estate Planning Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
Read MoreDecember 14, 2021 •
Estate Planning Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
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