Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes after you pass away.
Choosing Your Legacy: Deciphering Per Stirpes Vs. Per Capita in Estate Planning
Do I Really Need a Trust to Avoid Probate?
If you have a 401(k), an IRA or a life insurance policy, you’re likely familiar with a beneficiary designation form and how it works. You might be wondering then why you’d even bother establishing a trust if your taxable accounts and home can be covered by a TOD designation and your retirement accounts can be covered by a beneficiary designation form.
Top Things to Know Before Retiring Abroad
When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans.
The Basic Principles of Estate Planning with Liz Cody and Jennifer Friedman
Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future.
Gifting Strategies During Life to Help Reduce Estate Taxes
Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your assets to mitigate tax ramifications is possibly a reasonable strategy.
Divorce and 7 Other Events that Trigger an Estate Plan Review
In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new administration’s campaign proposals.
