Although every Trust is different, serving as a Trustee comes with a few core requirements.
Before You Agree to Be a Trustee, Read This!
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4 Common Mistakes Made on Life Insurance Beneficiary Designations
Minor children cannot receive insurance benefits until they reach the age of majority—which can be as old as 21 in some states. In the event a minor is listed as a beneficiary, the proceeds of your insurance will be distributed to a court-appointed custodian, who will manage the funds (often for a not insignificant fee) until the child reaches the age of majority. At that point, all benefits are distributed to the beneficiary outright and unprotected.
Revocable Living Trust or Irrevocable Trust: Which One Is Right for You?
More and more, we are seeing people come our way asking for an irrevocable trust, and so this article is designed to help you learn the difference and then get into an “eyes wide open” conversation about the right kind of trust for you and your loved ones.
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
A combination of new legislation and the recent change of leadership in Washington stands to dramatically increase the income taxes on your taxable investments and the income taxes your loved ones will have to pay on inherited retirement accounts. However, purchasing...
4 Reasons Why You Cannot Afford to Go Without an Estate Plan
October 19th-25th 2020, is National Estate Planning Awareness Week! If you’ve been thinking about creating an estate plan but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to create a plan,...
Start Planning Now to Prepare Your Estate for a Possible Democrat Sweep – Part 2
Regardless of how you plan to vote on November 3rd, you should start considering the potential legal, financial, and tax impacts a change of leadership might have on your family's planning. If you could be impacted, there are many reasons you should start strategizing...
Start Planning Now to Prepare Your Estate for a Possible Democrat Sweep – Part 1
In terms of financial, tax, and estate planning, the Democrats are promising radical changes to the tax landscape, which could seriously impact your planning priorities.
What the Netflix Series Tiger King Can Teach You About Estate Planning: Part 3
Anyone who has seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, can attest that it is one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
What the Netflix Series Tiger King Can Teach You About Estate Planning – Part 1
If you have seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, you can attest that it is one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
CORONAVIRUS: Impact to Your Wealth, Health and Happiness
We can help you prepare any necessary documents in our office, either to take precautions against Coronavirus or for any other reason.
