Passing Assets to Grandchildren Through a Generation-Skipping Trust Passing assets to your grandchildren can be a great way to ensure their future is provided for, and a generation-skipping trust can help you accomplish this goal while reducing estate taxes and…
The Role of a CPA in Estate Planning Undoubtedly, just about every individual should create an estate plan as soon as feasibly possible. Many people harbor the misconception that an estate plan is only necessary for the rich or individuals…
Can a Financial Advisor Help With Estate Planning? Estate planning may conjure images of a lawyer's office and mountains of paperwork. While your estate planning attorney is an essential professional, your financial advisor can also play a significant role in…
Estate Planning for People With No Heirs What to do with your estate when its inheritor isn’t obvious. One of the most important parts of estate planning is determining how to divide your assets. But what if you don’t have…
National Estate Planning Awareness Week is October 17 - 23, 2022 National Estate Planning Awareness Week was adopted in 2008 to help the public understand what estate planning is and why it is such a vital component of…
Trust vs. Will: What's the Difference? One offers ease, and the other can take care of the complexities of your estate Wills and trusts are both estate-planning documents that provide direction for your family and loved ones after your death.…
Life Estate Deed: What Does It Mean And How Does It Work? When you own a home that you love, you may have a dream of giving that home to your children once you pass away. But realizing that dream…
The Estate Planning Essentials That Will Help Protect You, Your Family, and Your Assets! No matter the size of your estate, it’s important to have a plan in place to protect your family. Key Insights An estate plan details your…
Making End-of-Life Decisions: What Important Papers Do You Need? Making End-of-Life Decisions: What Important Papers Do You Need? As you face aging and the need to make plans for your future, you face having to make decisions about many aspects…
What Is an Advance Directive? It is a legal document that explains how you want medical decisions about you to be made if you cannot make the decisions yourself. It is used to guide your health care team and…