Mastering the Art of Tax-Free Family Gifting
When people contemplate estate planning, the focus often shifts to posthumous wealth transfer, aiming to spare loved ones from unexpected...
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- Mar 30, 2023
- 3 min
Lifetime Gifting & Estate Tax
There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...
- Mar 30, 2023
- 3 min
Estate Planning for Millennials
One interesting thing that has come out of the pandemic is an increase in estate planning for Millennials. Young people across the...
- Mar 30, 2023
- 3 min
Pour-Over Will: 5 Things to Know
A pour-over will is a great legal tool to ensure your assets go to those you love when you pass away. Unfortunately, they aren’t talked...
- Nov 27, 2021
- 3 min
How Is Your Trust Taxed?
Are trust funds taxed? If so, how do trust taxes work? There must be some kind of advantage to passing down your assets via trusts...
- Oct 25, 2021
- 3 min
5 Myths about Wills
Writing a will is something a lot more Americans should do. To explain why, let’s bust 5 myths about wills so we can turn around the...
- Sep 24, 2021
- 3 min
Why You're Not Too Young to Have a Will
You’re not too young to have a will. Here are a few reasons why we feel confident saying that. Reason 1: You Are Not Immortal If the last...
- Jul 16, 2021
- 3 min
In What Situations Can I Contest a Trust?
A great trust can change the lives of its beneficiaries forever. On the other hand, if the trust is likely invalid, it might make sense...
- Mar 30, 2021
- 3 min
Should You Have an ABC Trust?
In estate planning, there are several different types of trusts. One type is called an ABC Trust. Married couples can make use of an ABC...
- Feb 25, 2021
- 2 min
What is a Power of Attorney?
A power of attorney is one of the most important legal documents you can put together. Here we will review what a power of attorney is,...
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