October 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 MoreAugust 19, 2021 •
Estate Planning ![]()
There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care.
Read MoreJuly 16, 2021 •
Estate Planning ![]()
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Read MoreMay 26, 2021 •
Estate Planning ![]()
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Read MoreApril 8, 2021 •
Estate Planning ![]()
Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings, due to its promise of tax-free withdrawals in retirement.
Read MoreApril 5, 2021 •
Estate Planning ![]()
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Read MoreNovember 30, 2020 •
Estate Planning ![]()
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Read MoreAugust 13, 2020 •
Estate Planning ![]()
Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
Read MoreApril 27, 2020 •
Estate Planning ![]()
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
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