Trust

Estate Planning 101

Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut, but estate planning is an essential piece of securing your personal finances….

Estate Planning Mistakes to Avoid

Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in U.S. history — to their heirs…

Estate Planning – It’s Not Just a Tax Issue

As everyone is well aware, the U.S. Congress passed a major new tax law in December.  One provision included increasing the estate tax exemption to $22.4 million for a couple and $11.2 million for individuals, essentially doubling the previous exemption amount....

Executor Decision

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do....