Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summerREAD MORE
Legacy and Estate Planning
After a long and busy career, you’re getting ready to retire or you’ve just retired. It’s about to be summer all year long and the days are as busy or as easy as you choose. Your time, at last, isREAD MORE
Planning for the future provides protection and peace of mind, so it becomes increasingly important to seniors as they approach their twilight years.
The lists of supplies get longer every year, from mini-fridge to gaming systems. But don’t neglect the legal documents your young adult will need when they start this exciting next stage of their lives. The thing is, when children turnREAD MORE
New holidays have been popping up left and right in recent years, from Best Friend Day to National Bagel Day. Some would say not everything is worth celebrating and find it rather silly to commemorate every little thing, especially somethingREAD MORE
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.