As Biden Secures the Presidency, What Could That Mean For Your Future Estate Taxes?
What impact Biden's win in the 2020 presidential election could have on your estate and gift tax obligations moving forward.
7 Tips to a Great Estate Plan
Regardless of your net worth estate planning is a good plan to have set in place that can help your heirs understand your final wishes and distribute your estate properly. The place way to start your plan is to discuss with a financial advisor in order to have a good record of all financial items that need to be included in your plan.
Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
Is it better to give a gift while you are still living or an inheritance after death?
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
Here's a guide to insure that your loved ones know how to become responsible stewards of your wealth.
Millionaire & Former Zappos CEO Died in November Without a Will
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.