Mind the Gap: Estate Tax Cliff
"When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the...
Category: Trusts
Discover how trusts can protect assets, avoid probate, and ensure your wishes are followed.
The Time to Plan is Now and Not Later
"The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account...
Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do
In a perfect world, we'd all have saved enough by age 60 to relax about money and start planning our golden years. However,...
Retirement Savings: Ahead of the Curve or Behind the Eight Ball?
Are you saving enough for retirement, asks US News & World Report in the article "Are Your Retirement Savings Ahead of the...
Can a QTIP Trust Help You and Your Spouse Save on Estate Taxes?
Creating a QTIP trust is not necessarily difficult, but it is something that must be done carefully to ensure there is no...
Seniors: Working on Your Bucket List? First, Finish Your Estate Plan
"Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in...
Does My Living Trust Shield My Assets From Creditors?
Do you remember that episode of the U.S. version of "The Office" where Michael Scott thinks he can seek bankruptcy...
How Does Federal Law Affect My Estate Plan?
One of the more complicated aspects of estate planning is that while probate, or the process of transferring property upon a...
Naming the Wrong Trustee can Cost Your Estate in Both Time and Money
When you are creating a will or revocable trust as part of your estate plan, you need to think carefully before selecting...
Using a Wisconsin Living Trust to Keep Family Members From Controlling Your Estate
A Living trust is a flexible estate planning device that you can amend, modify, or revoke at any point during your lifetime....