Estate Planning
We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
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An investment in knowledge pays the best interest.
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others.
When a Windfall Comes Your Way
What do you do with big money?
Why You Should Start a Roth IRA for a Child or Grandchild
Should You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
Who is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later.
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know?
Beware of the Lifestyle Creep
Sometimes more money can mean more problems.
