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. ... by admin | May 20, 2021 | Estate Planning, Probate
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an attorney who can make sure your documents are tailored to your needs. Mercedes Goosley owned a home in Pennsylvania. In 2013,... by admin | May 11, 2021 | Estate Planning, Special Needs
Provided by Edward Jones Financial Advisor, Gabe Lajeunesse, AAMS® June is Effective Communications Month. And it’s a good idea to recognize the importance of good communications because it plays a role in almost every aspect of living – including your finances.... by admin | May 1, 2021 | Estate Planning, Trusts
With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal...