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Should I Need a Trust in My Estate Plan?

A trust can be a vital component in an estate plan.

Posted on: December 2, 2022

Can a 529 Plan Help with Estate Planning?

You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.

Posted on: December 1, 2022

Planning for Crypto and NFT Assets in Estate Plan

To the Web3 user, forever losing digital assets to inaccessible wallets is a nightmare scenario that rivals losing everything to rug pulls and other scams. However, while losing crypto and NFTs due to poor estate planning is hardly any different, it’s less likely to be on people’s minds.

Posted on: November 30, 2022

Top Five Estate Planning Mistakes

Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.

Posted on: November 29, 2022

What Is Asset Protection Planning?

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and burdensome taxes.

Posted on: November 28, 2022

Could Your Estate Plan Be a Disaster?

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.

Posted on: November 25, 2022

What Is the Point of a Trust?

Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.

Posted on: November 24, 2022

Don’t Miss Out on Estate Planning Opportunities

People often overlook critical steps when they are doing their estate planning.

Posted on: November 23, 2022

What Do Your Kids Want to Inherit?

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.

Posted on: November 22, 2022

How Do Special Needs Trusts Work?

A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.

Posted on: November 21, 2022