Most of us spend little time thinking about death or losing the capacity to manage our own affairs. These are unpleasant topics and banishing them from our minds is easier than entertaining them. Death, however, is inevitable and becoming incapacitated…
There are many people who use trusts, not just the wealthy. In addition to serving many purposes, trusts address specific problems that focus more on family dynamics than on wealth. Do you want to keep your affairs private and stay…
In estate planning and wealth transfer, individuals often seek strategies to preserve assets while also gaining financial benefits for life. One such effective strategy is the grantor-retained income trust (GRIT). GRITs allow grantors to keep an income stream from tax-advantaged…
Most young parents don’t often think about death or serious illness—but unexpected events can happen. That’s why many invest in medical, life, and disability insurance. However, far fewer take the next step: creating an estate plan. Estate planning ensures your…
Most adults rarely create wills, let alone estate plans that cover their online profiles. As your digital presence grows—both professionally and personally—taking control of your digital assets and planning for them after death becomes increasingly important. Social media platforms like…
Thinking about death and what happens to your assets afterward is uncomfortable for most people. It’s no surprise that many delay creating wills and other important estate planning documents. But the benefits of having a will far outweigh the discomfort…
The current inflationary pressures are resulting in financial insecurity for many senior citizens in the US. Aside from cutting back on unnecessary expenses, many retirees or near retirement individuals should look to existing government programs to possibly qualify to receive…
Many years have been invested in developing and protecting your legacy. But have you thought about the impact it will have on family members who are in different stages of life after you are gone? It’s crucial that your loved…