Financial Solutions

Financial Solutions

Financial Solutions

Financial Solutions

<p>AN ESTATE PLANNING OVERVIEW</p>

AN ESTATE PLANNING OVERVIEW

No matter what your age or how much wealth you have accumulated, you need an estate plan to protect yourself, your loved ones, and your assets. Estate planning is an ongoing process of preparation for the orderly administration and disbursement of your estate.

AN ESTATE PLANNING CHECKLIST

September 25, 2017

‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.

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ESTATE PLANNING TAX STRATEGIES
 

December 21, 2020

Procrastination can be the biggest enemy of sound estate planning--but as Benjamin Franklin so astutely noted over 200 years ago, “In this world nothing can be said to be certain, except death and taxes.”

SELECTING A SUCCESSOR TRUSTEE
               

December 07, 2020

Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.

IRREVOCABLE LIFE INSURANCE TRUST: IS IT RIGHT FOR YOU?

January 09, 2020

The Irrevocable Life Insurance Trust can be an effective strategy for transferring wealth to your beneficiaries without income tax or estate tax.