Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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