No matter what your age or how much wealth you have accumulated, you need an estate plan to protect yourself, your loved ones, and your assets. Estate planning is an ongoing process of preparation for the orderly administration and disbursement of your estate.
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Financial Solutions
Financial Solutions
AN ESTATE PLANNING OVERVIEW
September 25, 2017
‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
ESTATE PLANNING TAX STRATEGIES
December 21, 2020
Procrastination can be the biggest enemy of sound estate planning--but as Benjamin Franklin so astutely noted over 200 years ago, “In this world nothing can be said to be certain, except death and taxes.”
December 07, 2020
Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.
IRREVOCABLE LIFE INSURANCE TRUST: IS IT RIGHT FOR YOU?
January 09, 2020
The Irrevocable Life Insurance Trust can be an effective strategy for transferring wealth to your beneficiaries without income tax or estate tax.
