Part 8 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.Many clients go to the
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Part 7 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]As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.
[… read more]Part 6 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.
[… read more]Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 4 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.As discussed previously, while most Wills direct an immediate distribution of assets, trusts often have provisions that stretch
[… read more]Part 3 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.
[… read more]Part 2 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.
[… read more]Part 1 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.
[… read more]In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act” (known as the SECURE Act) by a 417-3 vote. The bill is headed to the United States Senate. What are the highlights of the SECURE Act
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