How To Appoint A Guardian And Trustee For Your Family’s Future
Estate Planning While I’ve discussed several types of trusts and the benefits of establishing them for your family, there are a few parts missing. That part is the guardian and the trustee. A trust is only as strong as the person appointed to protect it and execute your wishes within...
The Federal Portability Series: What Is It And Does It Affect You?
Estate Planning This week, I need to bring an issue to light which many people do not know about. The topic of discussion is Federal Portability, which relates to estate tax exemptions. While it’s not as important as it once was, the exemption status and rules should still be...
Charitable Trusts, Part II: Understanding The Major Tax Benefits
Estate Planning Last week, I blogged about charitable trusts and donor-advised funds from a high-level. As promised, this week, I will be diving deeper into the benefits, focusing specifically on the tax benefits of implementing either a charitable remainder trust (CRT) or a...
Charitable Trusts, Part I: The Overview
Estate Planning When my current clients and future clients come to me, not a lot of them know there’s a way to truly provide for people. In building out a solid estate plan, it’s my job to consult with clients and ensure all their needs are met for their family....