Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan
Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan In 2008, Congress recognized…
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Why Living Trust Plans Don’t Work
Why Living Trust Plans Don’t Work Many people think of estate planning as a one-time event. They may put a…
529 Plans and Their Advantages
529 Plans and Their Advantages A 529 plan, otherwise known as a qualified tuition plan, is a tax-sheltered way of…
Your Estate Plan – Follow George Washington’s Example
Your Estate Plan – Follow George Washington’s Example We talk often about the importance of a well-thought out estate plan. …
The Grantor Trust – It’s an Income Tax Concept
The Grantor Trust – It’s an Income Tax Concept Many kinds of trusts are used in estate planning. Trusts can…
Who Should Handle Your Affairs?
Who Should Handle Your Affairs? Have you taken the time to consider whom you want to name to help if…