Choosing the Executor of Your Estate: Roles and Responsibilities February 22, 2022 Estate Planning estate planning, trusts 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
Defining an Irrevocable Trust and When to Consider One February 15, 2022 Estate Planning estate planning, trusts 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
Four Advantages of Trusts February 3, 2022 Estate Planning estate planning, Probate, trusts 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
Advanced Estate Planning: Passing Money to Heirs December 20, 2021 Estate Planning estate planning, financial planning 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
Is the 60/40 Investing Approach Still Sound? August 4, 2021 Adviser Fund Update 60/40 approach, bonds, estate planning, market recap, meme stocks, vanguard Is the 60/40 Investing Approach Still Sound? In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains … Read Morekeyboard_arrow_right