A trust is a key component of estate planning that is used to pass down assets to beneficiaries while avoiding probate and minimizing estate taxes. There are two kinds of…

Estate planning and retirement planning are essential for ensuring financial stability for you and your loved ones late in life. While both are equally important, they are quite different from…

As people come together for the holidays, the topic of estate planning may sound morbid or awkward to discuss. However, it is so important to have these conversations with your…

The proposed tax legislation is not yet passed, but if it does, it will take effect in 2022. President Biden has promised not to raise taxes on households that make…

Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…

Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…

In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…

Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…

Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…