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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. https://youtube.com/shorts/nwfdnaSxA0A
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. https://youtube.com/shorts/nwfdnaSxA0A
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…
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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…
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Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your loved ones avoid becoming part of this statistic, it is important to educate and update your extended family about your wealth transfer goals and the…
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