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What are Benefits of Putting Money into a Trust?

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

Posted on: June 14, 2022

What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.

Posted on: June 13, 2022

What Should I Know about Estate Planning before ‘I Do’?

The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.

Posted on: June 10, 2022

What Does Portability Mean in Estate Planning?

One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.

Posted on: June 9, 2022

The Most Common Estate Planning Mistakes

Some problems can be avoided by proper planning, others by good practices during the estate administration process.

Posted on: June 8, 2022

Is a Roth Conversion a Good Idea when the Market Is Down?

Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.

Posted on: June 7, 2022

What about House Contents when Someone Dies?

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

Posted on: June 6, 2022

What are the Most Important Estate Planning Documents?

Nobody likes to talk about it, but death is inevitable for all of us. Therefore, you should count every moment as a blessing. Beyond this, you should remember there’s no time to waste, when it comes to preparing for your eventual passing.

Posted on: June 3, 2022