Planning for Special Needs Children
It’s been said that the best inheritance we can give our children is a few minutes of our time every…
Four Reasons Millennials Need an Estate Strategy
You’re young, have little in savings and likely have no one yet relying on you financially. So why do you…
First Quarter Industry Newsletters
Quarterly collection of current topics, news alerts and industry updates. Auto Dealerships Newsletter - March 6, 2018 Business Valuation Newsletter…
Do You Have Will Power?
Only about 34% of adults in America have a will, which may not be entirely surprising.1 No one wants to be reminded…
Retirement Accounts and Your Estate Plan
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…
Urgent: Congress Agrees to New Tax Reform Bill
In light of recent legislation passed by the House and Senate, we are providing an update on the new tax…
What is An Intentionally Defective Trust?
An intentionally defective grantor trust is an irrevocable trust designed to trigger the grantor trust rules, thus allowing the grantor, rather…
Estate Management Checklist
Effective Estate Planning requires attention to a number of important details. The following checklist will get you started developing an estate…
A Living Trust Primer
A living trust is one way to ensure your assets are distributed as you planned, after you are gone. While it has advantages over the use of a will — including the fact that it avoids probate — a living trust is not right in every case. Read on to get a better understanding of when a living trust is the right choice and also to learn when the drawbacks of this type of instrument are.
Prenuptial Agreements as an Estate Planning Tool
Prenuptial agreements are often used by people to protect their assets in the event of a divorce. But they can also be used as an effective estate planning tool for people who are marrying for the second or third time. If you (or your spouse-to-be) has children from previous marriages, and valuable assets you want to keep in the family, a prenup might be beneficial. This article explains how.