Estate Planning

Dec 3

15 Wealth Transfer Strategies to Reduce Taxes & Secure Your Legacy

Lifetime asset transfers play a vital role in estate and legacy planning, helping you achieve three key goals: Freeze your gross estate...

The Hidden Pitfalls of Beneficiary Designations

Nov 12

ESTATE PLANNING

The Hidden Pitfalls of Beneficiary Designations

Beneficiary designations may seem like a simple way to ensure your assets go to the right people, but they can sometimes create more...

How to Title Assets to Protect Your Estate & Legacy

Nov 5

ESTATE PLANNING

How to Title Assets to Protect Your Estate & Legacy

Property ownership can seem straightforward, but in reality, it carries complex implications that can ripple beyond your lifetime. How...

Oct 29

CHARITABLE GIVING

Tax-Efficient Year-End Charitable Giving Strategies

With major changes in tax law over the last few years - and an upcoming potential reduction in the gift and estate tax exemption -...

Use Living Trust Sub-Trusts to Protect Your Family’s Legacy

Oct 8

ESTATE PLANNING

Use Living Trust Sub-Trusts to Protect Your Family’s Legacy

A few weeks ago, I talked about Revocable Living Trusts (RLT), which are a core part of many estate plans. They’re designed to make the...

Revocable Living Trust: Advantages and Disadvantages

Sep 24

ESTATE PLANNING

Revocable Living Trust: Advantages and Disadvantages

"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...

Sep 17

ESTATE PLANNING

Why & How to Avoid Probate

Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...

Aug 27

CHARITABLE GIVING

Maximize Your Impact with Tax-Savvy Charitable Giving

Charitable giving is one of the most rewarding ways to make a difference in the world and create a lasting legacy, but without a clear...

15 Must-Have Provisions for Your Last Will and Testament

Aug 13

ESTATE PLANNING

15 Must-Have Provisions for Your Last Will and Testament

Wills are essential documents in estate planning. They provide a clear and legally binding outline of how you want your assets...

Boost Your Estate Plan with the Power of Appointment

Aug 5

ESTATE PLANNING

Boost Your Estate Plan with the Power of Appointment

Navigating estate planning can be challenging due to the complexity of legal terms and the variety of documents involved. Understanding...

Selecting the Best Distribution Method for Your Inheritance Plan

Jul 30

ESTATE PLANNING

Selecting the Best Distribution Method for Your Inheritance Plan

When I go through clients' estate documents, especially a will, I always check the Contingent Beneficiary Clause. This clause is crucial...

Use These Gifting Strategies to Reduce Your Estate & Save on Taxes

Jul 16

ESTATE PLANNING

Use These Gifting Strategies to Reduce Your Estate & Save on Taxes

Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...

Things You Need to Know Before Making Charitable Gifts

Jul 9

ESTATE PLANNING

Things You Need to Know Before Making Charitable Gifts

Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties

Jun 14

ESTATE PLANNING

Guarding Your Legacy with Proper Estate Planning

Discover why estate planning is vital for everyone, not just the wealthy.

Four Major Issues With Wills You Need to Know About

Jul 22, 2023

ESTATE PLANNING

Four Major Issues With Wills You Need to Know About

A will is a key document of any estate plan and if you don’t have one, we highly encourage you to create your own will as soon as...

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