Estate planning in a digital world -
Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more
Funding long-term care expenses: What are your options?
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more
2/23/2023
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Inheritance ,
Long Term Care Insurance ,
Long-Term Care ,
Trusts ,
Wealth Management ,
Wills
Rising rates spark interest in charitable remainder trusts -
If you wish to leave a charitable legacy while generating income during your lifetime, a charitable remainder trust (CRT) may be a viable solution. In addition...more
10/25/2022
/ Asset Management ,
Estate Claims ,
Estate Planning ,
Estate Tax ,
Inheritance ,
IRS ,
Life Insurance ,
Retirement Funds ,
Tax Planning ,
Trustees ,
Trusts ,
Wealth Management
Estate planning for the happily married - Hedge your bets with a SLAT
One of the biggest challenges of estate planning is dealing with uncertainty. For 2022, for example, the federal gift and estate tax exemption is $12.06...more