Estate Planning Archives

Estate planning is the process of organizing your finances for management during an incapacity or after death. This involves distribution, titling of assets, taxes and the care of your family. Common estate planning documents include a will, power of attorney, advanced medical directive and trust.

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How to Avoid the Kiddie Tax When Gifting to Grandkids

July 29, 2025

Gifting to your grandkids can be one of the most fulfilling parts of a financial plan. But if you’re ... Read More

Multi-Generational Wealth Transfer Without the Drama: Blueprint f...

July 8, 2025

When it comes to transferring wealth across generations, the numbers are staggering, and the stakes are personal. According to Cerulli ... Read More

Protecting Your Legacy with a Spendthrift Trust

July 3, 2025

For many families, building wealth is only half the battle—the real challenge is ensuring it benefits future generations responsibly. ... Read More

How a Charitable Remainder Trust Works

April 1, 2019

Get It in Writing: Why You Shouldn’t Defer Estate Planning

February 28, 2019

There are plenty of unpleasant things in life we prefer to not think about. Taxes, for one. Pressing home repairs. ... Read More

What is A Look Through Trust?

March 1, 2018

Why You Should Consider A Look Through Trust for Your IRA While the tax laws passed in 2017 make it unlikely ... Read More

What Comes First? Estate Planning or Exit Planning?

July 19, 2017

A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More