11 Reasons You Need to Create an Estate Plan
Blended Families and Wills in Estate Planning
New Year’s Resolution: Get That Estate Plan Done
What to Know About Probate: Estate Planning Basics
Financial Planning for Graduates
You should help your child plan for their financial future, whether they are graduating high school or college. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips…
The Basics of Gift Taxes
Aside from receiving gifts, giving them to family and friends can also help you reduce your assets. There is a threshold, however, to how much you can give away in any given year, as well as over your lifetime. Whether…
The Qualified Personal Residence Trust
It is important for people to protect their assets and minimize their beneficiaries' potential tax burdens when planning their estates. The qualified personal residence trust (QPRT) is a valuable tool in this area. This specialized trust enables individuals to transfer…
Having a Will vs. Not Having a Will
There is nothing more uncomfortable than thinking about your own death. Add to that the issue of what will happen to our assets after we pass away, and it's no wonder that so few people have created a will and…
A Do-It-Yourself Estate Plan’s Perils
DIY estate planning may seem like a cost-saving option. However, it can be costly in the end, both financially and in terms of family wellbeing. Estate planning involves important decisions about how your assets will be distributed after you die…