The person selected as trustee of a trust may shape your intentions for years — or even decades — to come. The selection of a trustee is one of the most important elements of trust design. This article looks at the different aspects of the role of the trustee and the factors you should consider when selecting one. The trustee is responsible for...
Simply click on the link below to use the Business Succession Strategy Calculator. Please note, a new window will open- and you can then answer questions, click your responses and step through the calculator, to determine the best strategy for you. Read More →
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family...
Presentation: Lifetime Transfers to Children This detailed presentation goes over several forms of lifetime transfers, including trusts and lifetime gifts. Read more now! Read More →
Key Estate Planning Documents You Need – There are five estate planning documents you may need, regardless of your age, health, or wealth: Get critical information about these documents now. Read more Read More →
A down market can mean tough times, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes. While owning assets that are losing value might seem like a bad thing, it may actually be a great time to reduce your taxable estate by gifting those assets to beneficiaries. That’s because current low asset...
Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may some day result in a loss of independence, if you beginning planning now, you’ll have more options open to you in the future. Learn more Read More →
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared, incapacity could...
