Article An Overview of the Probate Process. Who Needs It and Why? March 8, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Article Primary Beneficiary: What Is It and Should You Name One? March 1, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Article Choosing the Executor of Your Estate: Roles and Responsibilities February 22, 2022 Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Article Defining an Irrevocable Trust and When to Consider One February 15, 2022 An irrevocable trust is an advanced estate planning tool that helps protect your assets and minimize tax obligations. Specifically, assets are removed from your estate and placed into a trust, whereby you transfer control and ownership of the assets. Key advantages of using this legal instrument include lowering estate taxes as well … Read Morekeyboard_arrow_right
Article Four Advantages of Trusts February 3, 2022 Wills and trusts both have advantages, but trusts often have the edge with estate planners—in large part because they circumvent the probate process, which can be long, drawn out and public. These are a few reasons why trusts are a smart and popular financial planning tool: Faster resolution. Assets placed in a trust … Read Morekeyboard_arrow_right
Article Advanced Estate Planning: Passing Money to Heirs July 14, 2022 Passing on wealth to family members and heirs is one of the primary objectives of the estate planning strategies we create for clients. And thanks to today’s tax code, there’s never been a more favorable time to do so. At present, you can give up to $16,000 each year ($32,000 if you’re … Read Morekeyboard_arrow_right
Article 4 Things to Consider When Choosing a Trustee December 24, 2020 Trusts 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, … Read Morekeyboard_arrow_right
Podcast 5 Key Questions: Finding the Right Estate Attorney for YOU By David Mastroianni, Patrick Carlson, Kari Wolfson — September 11, 2019 You’ve worked long and hard to build a legacy for your loved ones—you deserve the peace of mind that comes with knowing your wishes will be carried out. And there’s a lot more to it than merely drafting a will. Join our seasoned financial and legal professionals as they share straightforward advice … Listen Nowkeyboard_arrow_right
Podcast Your Legacy’s Instruction Manual: Trusts and How to Use Them By Andrew Busa, Dina Milne, Patrick Carlson — August 28, 2019 A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ experienced wealth managers and financial planners use real stories … Listen Nowkeyboard_arrow_right