Does Your Estate Plan Include A Financial Power Of Attorney?
Your estate planning goals likely revolve around your family, including both current and future generations. But don’t forget to take […]
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Feeling Charitable? Be Sure You Can Substantiate Your Gifts
As the end of the year approaches, many people give more thought to supporting their favorite charities. If you’re charitably […]
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Don’t Let Beneficiary Designations Thwart Your Estate Plan
For many individuals, certain assets bypass their wills or trusts and are transferred directly to loved ones through beneficiary designations. […]
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An ILIT Can Protect Life Insurance Proceeds From Estate Tax
Life insurance is often a cornerstone of estate planning, providing liquidity to cover estate taxes, debts or other obligations. However, […]
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A Quiet Trust Has Its Benefits, But An Incentive Trust May Be A Better Option
When it comes to estate planning, one of the more nuanced tools available is a quiet trust (also known as a […]
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Is A Custodial Account Right For Your Family?
If you’re considering opening an investment account for your minor child or grandchild to help him or her save for […]
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