Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to … [Read more...] about How Using Specific Bequests Could Cost Beneficiaries their Inheritance
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving gives us a sense of purpose in trying times. Read on to learn more. … [Read more...] about Charitable Planning in Times of Crisis
You may assume that you should use a will as your estate planning centerpiece because you have heard some things that are not true. In this post, we look at some of these misconceptions and a few … [Read more...] about Are You Sure You Should Use a Will?
Estate planning involves more than just your money, your house and your car. Many clients overlook those valuable family heirlooms, which hold great value, if not monetary, certainly emotional … [Read more...] about Estate Planning and Family Heirlooms
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception … [Read more...] about Changing “Irrevocable” Trusts Through Use of a Trust Protector