Estate, Gift, & Trust Planning
Life insurance is about protection, making sure your loved ones have resources to help continue on after your...
Estate, Gift, & Trust Planning
What happens to your money, property, or debts after you’re gone? When you have an estate plan, you get...
Estate, Gift, & Trust Planning
Planning for the future should include careful consideration of who should be your beneficiary. Choosing the...
Estate, Gift, & Trust Planning
There's more to trust funds than many people think. Discover the financial planning benefits of creating a...
Estate, Gift, & Trust Planning
Individuals with a revocable or “living” trust need to ensure that it’s fully...
Estate, Gift, & Trust Planning
If an estate plan calls for making noncash gifts in trust or outright to beneficiaries, it’s important to...
Estate, Gift, & Trust Planning
Learn the important benefits of holding a vacation home shared by family members in a limited liability company.
Estate, Gift, & Trust Planning
A wealth replacement trust (WRT) leverages life insurance to allow individuals to meet their charitable goals...
Estate, Gift, & Trust Planning
Trusts are often established to achieve estate planning goals, but they can also help in protecting assets.