Trusts are valuable planning tools that can help you and your family achieve a variety of financial and estate planning goals.
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Intellectual Property: A Planning Issue for the 21st Century
Individuals in various professions may accumulate certain types of intangible assets that may create rather nebulous estate planning issues. One area that may pose a particular challenge involves so-called, intellectual property rights.
Long-Term Care An Issue to be Faced
If you have substantial income and assets worth protecting, you should consider looking into long-term care insurance.
Key Employees: Protecting Your Most Valuable Assets
While you may not be able to predict or prevent the unexpected loss of a top employee, you can receive compensation through key person insurance.
Advantages of Probate
Using these pros and cons as a guide, you can meet with your estate planning team to determine your best course of action in planning your estate—to either use or avoid the probate process.
Who’ll Be in Control When You Can’t Be?
One thing is for certain: Life is unpredictable. But, it is still important to prepare for the future and whatever it may hold.
Estate Planning: Protection from Having to Sell Your Business
Without an Estate Planning strategy in place, you could expose your hard-earned assets, such as your business, to unnecessary estate taxation.
Helping Elders Manage Their Assets
Today, many women are finding it necessary to help elderly parents or relatives manage their personal finances. One area of particular concern is property management.
Trusts—From Park Avenue to Main Street, U.S.A.
For many of us, the image evoked by the words "trust fund" is one of wealthy people living on the interest earned on "old money" (i.e., the family trust fund).
Appraising Your Appraiser
An inaccurate appraisal could hinder your ability to receive a fair price for property, increase the likelihood of a tax audit, or result in an inequitable division of property or inappropriate insurance coverage.