Category - Estate and Trusts

Understanding the Estate and Gift Tax Exemption NEW! Ensuring a Fair and Equal Share for Your Beneficiaries NEW! Family Trusts: Protecting Your Wealth for Future Generations Building a Legacy: Empower Future Generations Through Education Millennials: Don’t Put Estate Planning on the Back Burner Trusts Can Help Accomplish Numerous Goals When Is the Ideal Time to Plan Your Estate? Valuing Your Estate's Assets Estate Settlement Services Is an Inheritance Taxable? Embrace the Season of Change: Estate Planning Tips for Fall Is a Living Trust Right for You? Try a Trust And to My Executor, I Leave My Passwords More Than Estate Taxes A Trust to Help Instill Positive Values in Children The Family Foundation: Sharing Wealth and Values A Roth IRA Can Be a Good Estate Planning Tool Single Parents Have Unique Estate Planning Needs How to Set Up a College Savings Plan for a Grandchild New Life Expectancy Tables for Calculating RMDs Saving for a Child's Future Mentoring the Next Generation to Take Over the Family Business Estate Planning After Remarriage Three Tax-Friendly Strategies for Charitable Giving Does Your Estate Plan Consider Income Taxes? An Executor's Tax Responsibilities Trusts: Another Corner of Your Estate Plan Staying on Top of Digital Assets Take the Pulse of Your Estate Plan Gifts and Taxes: A Tutorial Trusts - Many Types, Many Options Life Insurance - Avoiding Taxes on the Proceeds Are Trusts Just for the Ultra Wealthy? A Roth IRA - Benefits for Your Beneficiaries