Irrevocable Life Insurance Trusts Make Your Estate Tax Efficient

By |2024-02-15T10:40:53-06:00February 9th, 2024|Blog, Estate Planning, Estate Planning|

Irrevocable Life Insurance Trusts may alleviate heavy tax burdens on your estate. Are you aware your life insurance policy may bring a heavy tax burden along with it? Many individuals and families are unaware of how their life insurance policies may affect their estate plans, especially those with significant wealth. But fear not, there's [...]

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Preserving Your Digital Assets

By |2024-01-25T10:46:20-06:00January 26th, 2024|Blog, Estate Planning, Estate Planning|

In an increasingly digital age, our lives are intricately woven into the fabric of the online world. From financial accounts to cherished memories captured on social media, our digital footprint holds a significant part of our legacy. Yet, many individuals overlook the importance of including digital assets in their estate planning. Let's explore why [...]

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Payable on Death Accounts & Your Estate Plan

By |2023-10-05T10:34:53-05:00October 6th, 2023|Blog, Estate Planning, Estate Planning|

Let's deep dive into the benefits and pitfalls of Payable on Death Accounts. When it comes to managing your finances and planning for the future, understanding your options is key. One financial tool that you may have come across is the Payable on Death (POD) account. Here we'll break down what POD accounts are [...]

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The Best Ways to Leave Your Kids an Inheritance

By |2023-09-14T10:47:33-05:00September 15th, 2023|Blog, Estate Planning, Estate Planning, Tips|

The best ways to leave your kids an inheritance don’t need to be as complicated as you may think. Leaving an inheritance for your children is a thoughtful and caring way to provide for their financial future. Whether you have accumulated substantial wealth or modest assets, planning how to pass them on efficiently is [...]

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Estate Planning for Non-Married Couples

By |2023-09-07T10:27:00-05:00September 8th, 2023|Blog, Estate Planning, Estate Planning|

When we think of estate planning, the image that often comes to mind is of a married couple with children, creating a will and establishing trusts. However, estate planning is not exclusively reserved for married couples. Long-term, unmarried couples can also benefit greatly from proper estate planning, and in some cases it's even more [...]

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Why Estate Planning is More Than Passing on Your Money

By |2023-08-31T10:55:58-05:00September 1st, 2023|Blog, Estate Planning, Estate Planning|

Estate planning is more than just passing on your money. When most people hear the term "estate planning," their thoughts naturally gravitate towards financial assets, wills, and inheritances. While it's undeniable that financial planning is a crucial aspect of estate planning, there's a deeper dimension to consider – one that involves passing on more [...]

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Why You Need a Digital Executor in Your Estate Plan

By |2023-08-24T10:50:30-05:00August 25th, 2023|Blog, Estate Planning, Estate Planning|

A Digital Executor is a relatively new concept when it comes to estate planning. So what is it and why do you need one? In today's increasingly digitized world, our lives are intertwined with the digital realm. From social media accounts and email addresses to online banking and cherished memories stored on the cloud, [...]

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Separate versus Joint Trusts- What’s Best for Your Family?

By |2023-08-15T12:12:37-05:00August 18th, 2023|Blog, Estate Planning, Estate Planning|

Deciding if you need separate versus joint trusts is a conversation that blended families need to have. Blended families, a term used to describe families created when two people with children from previous relationships come together, bring about a host of financial complexities that demand careful consideration. Balancing the financial needs of biological children, [...]

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The Best Ways to Transfer Property in Your Estate Plan

By |2023-08-10T10:27:34-05:00August 11th, 2023|Blog, Estate Planning, Estate Planning, Tips|

When it comes to estate planning, transferring property is a crucial aspect that requires careful consideration. For many, properties including your home, vacation homes, and even income properties, are a large part of your wealth. With baby boomers currently passing down over $53 trillion to their heirs in one of the largest generational wealth [...]

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Protect Your Kids’ Future with Your Estate Plan

By |2023-08-04T08:32:55-05:00August 4th, 2023|Blog, Estate Planning, Estate Planning|

Protect your kids' future by learning what to avoid in your estate planning. While estate planning is mostly about transferring your wealth, your plan should encompass much more than that. Many individuals shy away from exploring family complexities or addressing emotionally charged matters. However, the truth is that failure to plan, confront tough issues, [...]

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