A properly structured estate plan will help to fulfill your specific goals and wishes for asset control and distribution during your lifetime and after your death.
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Solidifying Your Future with Advance Directives
Conventionally, estate planning has focused on how to minimize estate taxes and designate who gets what when you die.
An Overview of Asset Preservation with A/B Trusts
Asset preservation goes hand-in-hand with wealth accumulation. The Federal estate tax law makes planning your estate and staying abreast of legislative changes essential.
Practical Uses for Practical Trusts
Trusts are valuable tools that can help you and your family achieve a variety of financial and estate planning goals.
Using a Durable Power of Attorney
While an attorney is a licensed professional who is legally designated to conduct business on your behalf, did you know you have the right to grant this power to anyone you choose?
Ten Tips for Creating an Effective Estate Plan
Whether your estate plan is simple or complicated, many details can undermine the effectiveness of your plan. But, there are also ways to ensure the effectiveness of your plan.
Important Steps in Preserving Your Estate
Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.
Liquidity and Your Estate
Liquidity refers to the ability to quickly and easily convert assets into cash without incurring a significant loss. Building liquidity into your estate plan can help to ensure that resources will be available to cover estate settlement costs, as well as any tax due.
The Many Uses of Trusts
Trusts are legal arrangements that provide direction for how you want certain assets managed, for the benefit of one or more named individuals or groups, both during your lifetime and at death.
A Business “Will” can Go a Long Way
Planning for the transition of the business you have spent many years building is not an easy task. However, taking steps now to prepare a business will and the accompanying documents can help ensure your business continues according to your wishes.