Do Most People Need a Living Trust?
If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
April 18, 2022
What Should I Leave Out of My Will?
Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
April 14, 2022
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
April 14, 2022
April 14, 2022
Can I Pay Less Taxes on My Retirement Funds?
You don’t get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.
April 11, 2022
No Will? What Happens Can Be a Horror Show
It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.
April 8, 2022
What Should I Know about Finances Before Getting Remarried?
You may want to consider some financial issues before walking down the aisle again.
April 5, 2022
Should I have a Discretionary Trust in My Estate Plan?
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 5, 2022
How Does Gift Tax Exclusion Work?
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
April 5, 2022
What Helps Create the Best End-Of-Life Plan?
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
April 5, 2022
