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7 Estate Planning Terms You Should Know
Estate planning is an incredibly important tool, not just for the extremely wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you…
7 Estate Planning Terms You Should Know
Estate planning is an incredibly important tool, not just for the extremely wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you…
Unique End-of-Life Request
I had an experience recently updating a client’s unique end-of-life wishes for her memorial. Reach out to me if you have specific questions.
How Can Grantor Retained Annuity Trusts Help You?
Have you heard of a grantor retained annuity trust (GRAT)? This type of trust is an efficient way to transfer asset appreciation to beneficiaries without using, or using a minimal amount, of your gift tax exemption. Here’s how a Grantor Retained Annuity Trust works: After the donor transfers property to the GRAT and until the…
Continue Reading How Can Grantor Retained Annuity Trusts Help You?
Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help
When people think about estate planning, they usually focus on who will receive their money and property when they pass away and how it will be received. However, estate planning can also address your end-of-life wishes—the considerations and expenses involved when it is time to say goodbye to your loved ones. The following are important…
Continue Reading Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help
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