Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
HBO’s The Gilded Age dramatizes the privileged lives of some of America’s wealthiest families in late 19th century New York City.
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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