Estate Planning
January 19, 2022
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Asset Protection
Does a TOD Supersede a Trust?
Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
January 18, 2022
Asset Protection
What Taxes Have to Be Paid When Someone Dies?
Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.
January 12, 2022
Asset Protection
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
January 4, 2022
Estate Planning
When Should a Trust Be Reviewed?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
January 3, 2022
Estate Planning
What is a ‘Property Trust’?
Trusts are useful financial tools, often used for the purpose of planning an estate. A trust is essentially a legal framework into which ownership of assets can be placed. These assets can include financial products like stocks and bonds, or it can include real physical property, like land, jewelry or vehicles.
November 26, 2021
Estate Planning
What is the Difference between a Trust and a Will?
No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.
November 18, 2021
Estate Administration
What Is a Dynasty Trust?
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
November 8, 2021
Estate Administration
What’s a Pot Trust?
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
October 14, 2021
Estate Planning
What Kind of Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
October 5, 2021