by admin | Sep 2, 2021 | Estate Planning
Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did? The question for owners of vacation homes in planning... by admin | Aug 23, 2021 | Estate Planning
As discussed in earlier articles, a number of tax proposals are being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect your estate from future tax changes, so now is a good time to look at... by admin | Aug 7, 2021 | Estate Planning
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor. There are two main problems... by admin | Jul 5, 2021 | Estate Planning
Directed trusts can be a useful estate planning tool, allowing you to place your family’s assets in a trust but benefit from the expertise of an advisor who knows more about the handling of certain trust functions than you may. The benefit of a directed trust is... by admin | Jun 6, 2021 | Estate Planning
You are a planner. You’ve met with your estate planning attorney to make sure your wishes are documented and to minimize the headaches associated with probate for your survivors. You’ve also met with your financial advisor to make sure your financial goals are on... by admin | May 29, 2021 | Estate Planning
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to have a will than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years. ...