Disability Panels to Take Back Control
Disability Panels: When you create an estate plan, it is an admission of your mortality. But even if you accept that you are not going to live forever
Disability Panels to Take Back Control Read More »
Estate Administration
How Death Cleaning Can Benefit Your Estate Plan
The Swedish practice of death cleaning can help streamline your estate plan and simplify the probating of your estate. No, it’s not about dusting the furniture and mopping the floors after
How Death Cleaning Can Benefit Your Estate Plan Read More »
5 Smart Estate Planning Strategies for High Net-Worth Families
Learn how high-net-worth families can use smart Estate Planning strategies to save on taxes and make the most of their assets. While Estate Planning is not just for the wealthy,
5 Smart Estate Planning Strategies for High Net-Worth Families Read More »
How A 1031 Exchange Can Avoid Capital Gains Taxes
When leaving investment properties or real estate, find out how a 1031 Exchange can become a smart Estate Planning tool to deal with capital gains taxes. Depending on the size
How A 1031 Exchange Can Avoid Capital Gains Taxes Read More »
Smart Estate Planning Strategies For Your Art Collection
People can spend a lifetime curating art, having these smart estate planning strategies can be lifechanging. It can be a passion for many people and, often, it’s more about enjoying
Smart Estate Planning Strategies For Your Art Collection Read More »
Why A Dynasty Trust Can Be Beneficial Tax Efficient Way to Pass Wealth Down for Generations
One of the main goals of Estate Planning is ensuring your family’s wealth will be taken care of and benefit from everything you’ve worked hard for in your lifetime. This
Strategies For Dealing With An Estranged Child in Your Estate Plan
Unfortunately, not all families get along – and some rifts run deeper than others. If you are having problems with one or more of your children and are considering what
Strategies For Dealing With An Estranged Child in Your Estate Plan Read More »
How Community Property Affects Estate and Tax Planning
How marital property is owned has implications for both estate and tax planning. In most States, spouses can purchase and own property separately from one another. However, in certain States –
How Community Property Affects Estate and Tax Planning Read More »
This Tool That Many Wealthy Families Use To Transfer Assets Could Be Beneficial For You Too!
When I first started doing estate planning, I was amazed at how many people thought that it was something only for the wealthy. That is simply not true. Everyone, no
When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
Naming a trust as beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after
When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan Read More »
