Estate Planning

When making a sizeable donation as a direct gift, you know exactly how much you can afford to give and how it will affect your overall finances, but you may wish you could do more. If so, charitable trusts and annuities provide ways for you to make a major charitable…

You worked hard all your life, contributed regularly to your 401(k), and built a healthy balance. You may want to leave some of that money to your heirs. Of course, the last thing you want is for a big chunk to be taken out for taxes, or for your heirs…

Your estate plan should be reviewed regularly to ensure it continues to meets your needs Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an…

How to make the most of higher exclusions, and a popular portability provision I’ll do it tomorrow. How common is that reaction to the mere mention of estate planning? But, there are good reasons to get down to it, even if your wealth currently falls below the federal estate and…

Not just for the wealthy, a thoughtful estate plan can give you and your loved ones true peace of mind. For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only for the wealthy….

If you haven’t stopped to consider how a trust can help you successfully pass your legacy, you could be missing a huge opportunity. For those with substantial assets, protecting wealth should be top of mind. Nonetheless, individuals, couples and families often go through the process of planning for their estate…