If you have a significant store of wealth, the federal estate tax is something that you should understand when you start to get serious about the process of estate planning. Fortunately, there are solutions, and the grantor retained annuity trust can be one of them when conditions are right. We will … [Read more...] about What Is a Grantor Retained Annuity Trust?
Estate Planning Solutions: There Are Many Tools in the Toolkit
You should not settle for any limitations when you are planning your estate. There are estate planning solutions to address every imaginable circumstance. In this post, we will look a four different scenarios that call for targeted estate planning solutions. Special Needs Planning Most people with … [Read more...] about Estate Planning Solutions: There Are Many Tools in the Toolkit
Estate Planning for Women: A Simple Guide to Demystify the Process
Estate planning for women is important, but it is often placed on the back burner. People live busy lives, and you have to juggle many responsibilities and do the things that you enjoy when you have the time. Your passing is certainly not a pleasant thing to contemplate, but it is one of the … [Read more...] about Estate Planning for Women: A Simple Guide to Demystify the Process
Things You Need to Know About Simple Wills
The simple will is the most commonly used estate planning document, but a lot of people that use them overlook better options. In this post, we will provide an overview so you can make informed decisions when you are planning your estate. Asset Transfers and Guardian Designation The simple will … [Read more...] about Things You Need to Know About Simple Wills
How Is a Probate Estate Settled?
If you are named as the executor of an estate, there are specific things that must be done after the passing of the decedent during the administration process. This would also apply to a family member that has to sort out an uncertain situation after the death of a relative. In this post, we will … [Read more...] about How Is a Probate Estate Settled?
Legacy Planning: What Is It and What You Need to Know
Legacy planning is a more complete type of estate planning. When you consciously craft your legacy, you can take steps to have an impact after you are gone on multiple levels. Let’s look at the details. Legacy Wealth Planning If you have a significant store of wealth you will be passing along to … [Read more...] about Legacy Planning: What Is It and What You Need to Know
