There is no specific timeframe where you need to update your estate documents. Many times, you can go many years without needing to update your wills, trusts, or power of
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to support charitable causes while also receiving potential tax benefits, but there are a few
Thanks for watching! Be sure to grab the checklists and other resources discussed in the webinar below: Checklist of Estate Administration Duties What Issues Should I Consider If My Parent
Those who are charitably inclined, but also early in retirement, often find it hard to balance between ensuring they have the retirement portfolio needed to accomplish their goals for the
Gifting money is a great way to help out a family member in need, or just a way to share your wealth with loved ones. However, there are ways to
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax breaks.
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here’s how to create and maintain an estate plan around these 4 items
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here’s some common tasks that need to be dealt with:
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here’s how to create a sustainable, successful plan around your inheritance and some pitfalls you may encounter.
A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at the end of your plan. However, there are a few scenarios where you will want a trust instead of a will.