What Happens to Debts Left Behind by the Deceased?
- Estate Planning
If you’re paying off a mortgage, a car loan, or medical and credit card debts, you may wonder who will settle these financial obligations when you p ...
Minimizing Capital Gains Taxes on Real Estate and Investments: What You Need to Know
- Estate Planning
Real estate and other types of investments can play a central role in helping you grow your wealth. Unfortunately, they can also surprise you with sub ...
Purposeful Philanthropy: How a Charitable Remainder Trust Can Reduce Tax Burdens While Supporting the Causes You Care About
- Uncategorized
The charitable remainder trust (CRT) is easily one of the most versatile estate planning tools. It allows you to support charities you love, provide y ...
Breaking News: Big Update to Corporate Transparency Law
- Uncategorized
Most U.S. Businesses No Longer Need to Report Beneficial Ownership Info If you're a small business owner or help people form LLCs and corporations, y ...
Picking the Right Successor Trustee for Your Estate Plan
- Estate Planning
What Does a Successor Trustee Do? A successor trustee must legally act in the best interest of the trust and its beneficiaries. Their responsibilities ...
U.S. Trade Policy Changes (Tariffs) May Strengthen Your Family’s Wealth Protection Plan™
- Estate Planning
Tariffs scare people. Yet tariffs are in the news and they impact your plan. Let me start by stating, this is not about our president. You may love hi ...
