Investing for Life
Passing on wealth to heirs is one of the primary objectives of most financial plans, and there has never been a more favorable time to do so. Under current law, you can leave up to $11.7 million ($23.4 million for couples) in cash, securities or other assets to your heirs without incurring …
Read More keyboard_arrow_rightTrusts can be a great tool to protect your assets and transfer wealth to family members and charitable causes. But the efficacy of a trust depends largely on how well it’s managed. For a revocable or living trust (where assets remain in your control and terms can be altered), …
Read More keyboard_arrow_rightTrusts can be a great way to protect your assets and transfer wealth to family members and charitable causes. But it’s how those trusts are managed that really determines their efficacy. To ensure your intentions are honored, you’ll need to make sure you select the right trustee—someone trustworthy, …
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