Estates and Trusts
A Guide To Planning
10.20.25 Finance Planning & InvestmentsHow to Work with Your Advisor After a Loved One’s Passing
A Five-Step Guide
09.29.25 Estate PlanningProtecting Your Special Needs Child After Your Death
Over the past few decades, life expectancy for individuals with intellectual and developmental disabilities (I/DD) has increased due to medical…
06.09.25 Estate PlanningManaging An Inheritance
Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…
02.04.25 Estate PlanningChoosing An Executor And/Or Trustee
The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.
09.10.24 Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 Estate PlanningCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24 Estate PlanningA Primer on Irrevocable Life Insurance Trusts
An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.
06.24.24 Estate PlanningAre You Prepared for an Estate Tax Sunset?
The federal estate tax thresholds may change, impacting wealth transfer strategies.
05.28.24 Estate PlanningA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 Estate PlanningWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 Estate PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21