What You Need to Know When Choosing the Right Trustee
What You Need to Know When Choosing the Right Trustee One of the most important decisions you’ll make when designing […]
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Estate Planning
How to Use a Trust as a Financial Planning Tool
How to Use a Trust as a Financial Planning Tool Clients frequently ask whether they should leave their assets in
Why You Need a Will (and You Need One Today)
Why You Need a Will (and You Need One Today) Who wants to spend an afternoon thinking about their mortality?
Knowing When to Update Your Estate Plan
Knowing When to Update Your Estate Plan From the family tea set to the most complex estate, transferring wealth –
Revocable Trust vs. Irrevocable Trust: What’s the Difference
Revocable Trust vs. Irrevocable Trust: What’s the Difference? A trust is a separate entity in charge of the assets you
Estate Planning, Insights, Podcast, Wealth Planning
Choosing the Right Executor for Your Estate
Choosing an executor for your estate is a big job. It’s more important than deciding who inherits your assets. This is the person who will execute your estate according to your wishes and the law. It’s a big job that requires a lot of work, professionalism, and patience. Knowing how to choose the right executor of your estate is important to ensure your estate is handled the way you want.
Digital Estate Planning, Estate Planning, Insights, Wealth Planning
Residency Tax Audits Because Of Lockdown
The Lockdown might draw scrutiny and trigger a state-level audit. For individuals who own a home and are unable to leave the higher-tax state face the risk of a residency audit.
Digital Estate Planning, Estate Planning, Insights, Wealth Planning
The Importance of Digital Estate Planning
It can sometimes be challenging to figure out where traditional estate planning ends, and where digital estate planning begins.