3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Category: Estate & Inheritance
Estate & Inheritance
Estate planning is mostly a favor to the people who will handle your affairs, most of whom will be grieving when they do it. These articles cover trusts, beneficiary designations, inherited IRA rules, and the documents worth putting in place well before anyone needs them.
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Estate & Inheritance
What Is a Revocable Trust?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.