February 28, 2022 •
Estate Planning 
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
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 MoreAugust 30, 2021 •
Estate Planning ![]()
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
Read MoreAugust 13, 2021 •
Estate Planning ![]()
Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Read MoreOctober 13, 2020 •
Estate Planning ![]()
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
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 MoreJuly 10, 2020 •
Estate Planning ![]()
This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, it may be more appropriate in some situations than others. Getting to know the details of what an IDGT is and how it works can help you decide if it makes sense for you.
Read MoreJune 25, 2020 •
Estate Planning ![]()
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
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