How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…
10 Reasons Why You Need A Trust Christine Fletcher Contributor If your estate is not subject to estate taxes now, it may be in a few years. Clients often ask, “Why do I need a trust?” This question comes…
Estate Planning for Family-Owned Farmland JANUARY 3, 2019 | POSTED IN: WEALTH STRATEGIES Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the…
5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…