The Fundamentals of Creating a Strong Estate Plan
Do you know you need an estate plan but you’re not sure where to start? Here are the fundamentals of creating a strong estate plan.
Ways to Avoid Capital Gains Taxes
Are capital gains taxes stressing you out? Check out these strategies to prevent taxes from eating away at your wealth.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Reasons You May NOT Want To Put Your Child’s Name On Your Deed
Putting your child’s name on the deed to your home is often seen as a simple and inexpensive estate planning technique to ensure your son or daughter receives your home when you pass. However, putting your child on your deed can actually cost you much more than you think. Be sure to consult your financial advisor and an estate planning attorney before you add a child’s name to your deed.
How to Create an Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Avoid These Blunders When Setting up a Living Trust
Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.
