When advising our clients, we tend to focus heavily on tax issues—including income, estate and generation-skipping taxes. While tax planning is a big part of estate planning, taxes aren’t necessarily the first question on a client’s mind when beginning the process. This is especially true for those who are starting an estate plan for the […]
Answering Your Nontax Estate Planning Questions Read More »
You’ve spent your life building equity in your home, making your car payments and building a profitable stock portfolio. But do you have a plan detailing what happens to all those assets after you die? Knowing the basics of estate planning is important for anyone with any kind of asset, no matter its worth. It
Understanding the Basics of Estate Planning Read More »
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets. All the events that happen over our lifetime—going to college, getting married, having children, choosing to divorce and deciding when to retire—have consequences for our finances. However,
Five Reasons Your Financial Advisor Should Review Your Will Read More »