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9 Items to Consider When A Loved One Passes

9 Items to Consider When A Loved One Passes

by | Oct 20, 2023 | Estate Planning

Losing a loved one is an emotional and challenging experience, and dealing with the financial aspects of their passing can be overwhelming. One area that often proves to be a labyrinth of complexities is estate taxation. In this guide, we will explore key...
Year-End Checklist for Your Trust

Year-End Checklist for Your Trust

by | Nov 16, 2022 | Estate Planning

Trusts are a part of many people’s estate plans. They ensure your assets are protected in life and typically contain instructions for those assets after your death. But trusts are often not updated on a regular enough basis. Because of their complex nature and...
The Lowdown On Living Trusts

The Lowdown On Living Trusts

by | Nov 8, 2022 | Estate Planning, Personal Finance

A living trust is a legal agreement in which a person’s assets can be transferred and handled by an individual or corporation. The person or company managing the trust is called a trustee. Whether or not to create a living trust is a major decision that requires...
Building a spousal lifetime access trust

Building a spousal lifetime access trust

by | Jan 12, 2022 | Estate Planning

Let’s discuss Spousal Lifetime Access Trusts, otherwise known as SLATs. Establishing one can be complex and designing one to meet your particular needs will most certainly require an estate planning expert, but doing so could be quite beneficial for your financial...