Estate Planning for Children

What to Consider When Estate Planning for Children

If you have children, especially young ones, you absolutely should create an estate plan to address their security in the event that you pass away. This is your opportunity to decide who will care for your minor children, how your assets will be distributed, and who will…
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Family Estate Planning

Five estate planning documents everyone needs

Estate planning may not be something we want to think about. But preparing for the end of life can bring us peace of mind, and make things a lot easier for our loved ones. If you haven’t started yet, here are five essential documents to…
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Trusts and Trustees

Trusts and Trustees

A trust is a fiduciary arrangement that allows you to name a third party—called a trustee—to hold assets on behalf of beneficiaries. It’s a versatile financial tool through which you can direct how your money and property will be handled after you die, or in…
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Gifting to Avoid Taxes

Gifting to avoid taxes? You might not need to.

Many people know that giving away assets before your death can protect your heirs from paying estate taxes, which can be as high as 40%. But in some cases, gifting can actually lead to an unintended increase in taxes… particularly income tax! Due to recent…
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