What Estate Plan Documents Do I Need?
What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.
What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.
What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
When should you have an estate plan established for passing wealth to your heirs? We’ll talk about what’s estate planning, who needs estate planning (and when), and what happens if you don’t have an estate plan.
Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Sarah Duey I once had clients with only one daughter. They created a living trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her …