April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth … Read More
April 16, 2024 Look It Up: A Glossary Of Key Estate Planning Terms There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference. Read More
April 4, 2024 A Living Will Is An Important Addition To Your Overall Estate Plan A living will specifies what should occur and who should make medical decisions if you become seriously ill and unable … Read More
April 4, 2024 Consider Appointing A Trust Protector If One Isn’t Enough The powers you grant to a trust protector largely depends on the nature of your estate plan, your family’s situation, … Read More
March 21, 2024 Don’t Skip Out On Planning For The GST Tax Are you looking for a quick refresher on the generation-skipping transfer tax? We’ve got you covered. Contact us with questions … Read More
March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More
March 17, 2024 Beware Of A Stealth Tax On Social Security Benefits Many retirees are surprised to find out that some of their Social Security benefits are hit with federal income tax. … Read More
March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their … Read More
March 4, 2024 April 15 Is The Deadline To File A Gift Tax Return Whether you need to file a gift tax return depends largely on the circumstances surrounding the gift. Read More
February 22, 2024 Take Care Of A Loved One With A Special Needs Trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More
February 8, 2024 Addressing Your Elderly Parents in Your Estate Plan in 5 Steps If you’d like to better address your elderly parents’ needs in your estate plan, consider taking these steps. Read More
February 7, 2024 Is It Time To Review Your Beneficiary Designations? To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary … Read More
