As someone who has worked hard to build and preserve your wealth, it's vital to have a thorough understanding of how tax law changes can impact your estate plan. By staying informed and proactive, you can ensure that your assets are protected and distributed according to your wishes. Here are some … [Read more...] about When Tax Law Changes Impact Your Estate Plan
Accessing Assets Put in Trust
Everyone wants to make sure that the next generation can carry on their legacy. With a lifetime spent building wealth and acquiring assets, it's only natural to want to leave it all to someone that you care for. There is a mechanism in place that lets you pass things on to the next generation in a … [Read more...] about Accessing Assets Put in Trust
Best Times to Update Estate Plans
If you already have estate plans, then you are a step ahead of most people. Making plans for your estate ahead of time, especially if you have a large estate, is a smart choice. While it is never too early to make plans, you may need to update those plans if you have a long stretch of time after you … [Read more...] about Best Times to Update Estate Plans
Who Should Have a Copy of Your Will
Once you have made your will, you want to ensure a copy of your will gets to those people who will need it. After you have passed, your will will be need to be executed - meaning the instructions you outlined for distribution of assets and final instructions will need to carried out. This raises … [Read more...] about Who Should Have a Copy of Your Will
New Year Resolution – Getting Your Affairs in Order
As we enter the New Year, many of us have a list of resolutions we’d like to accomplish. One resolution that is often overlooked but is an important one to consider is getting your affairs in order. There are many steps that can be taken to make sure that our affairs are in order so that we can … [Read more...] about New Year Resolution – Getting Your Affairs in Order
