As the year comes to an end, it is always advisable to take stock of your affairs. When was the last time you reviewed your estate and financial plans? The following is a quick breakdown of some of the items you should review, some of which can be
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When setting up an estate plan, often the most adventurous part of it is the trust. Nothing could be more exciting than that, right? Actually, there are a number of different types of trusts that may fit into your estate plan.
[… read more]Getting your estate plan in order can be challenging – there is almost always something more interesting to do. Not necessarily more important but certainly more interesting. Once you have gotten yourself moving and signed your estate planning
[… read more]The SECURE 2.0 Act of 2022 (SECURE 2.0) became effective December 29, 2022, with some provisions taking effect immediately and others in the future.
[… read more]Durable (Financial) General Powers of Attorney, often just referred to as a “Durable Power of Attorney,” are an extremely powerful, and often overlooked part of an individual’s estate plan. People often think, “I have a Will, what else could I
[… read more]Everyone loves inflation, right? No? When you are looking at the effects of inflation on your estate plan, you may realize there is a bit of a silver lining and there are some opportunities to consider.
[… read more]With the transition of the Presidential Administration and control of the U.S. Senate, there is talk of changes to the tax code in the air. Nothing is certain yet, and numerous possibilities have been hinted at, but only recently have actual
[… read more]Access to free or inexpensive products and services on the internet is not a new phenomenon. We all try to remember the old adage that “sometimes you get exactly what you pay for” but when tempted with what looks like a really great deal, we tend to
[… read more]Part 10 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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