Did you know that there are many different types of trusts that can be used in estate planning? The type of trust that you need can depend on your goals, the nature of your assets, and the nature of the beneficiaries. With a revocable trust, the trust can be changed...
Does choosing a local estate planning attorney who can help you create an estate plan seem like an overwhelming task. With these tips, it can be easy to narrow your choices to a few qualified attorneys. Let us discuss a list of four resources for finding an estate...
Did you know that a 529 Plan may be more than just a college savings plan? It can be a useful asset for estate planning. Let us discuss three benefits to using a 529 plan as an estate planning tool. Tax-free gifts. A 529 plan allows you to give money to beneficiaries...
Sometimes, despite our best efforts, family caregivers are not enough. Family caregivers, often tirelessly, dedicate themselves to taking care of elderly relatives. An elderly loved one, however, may develop care needs that exceed the abilities of a family caregiver....
Most people invest in 529 Savings Plans in order to provide a college education for their children. Have you heard, however, that these plans can be an excellent estate planning tool as well? 529 Savings Plans offer a broad list of qualified expenses they will cover,...
Sunny weather and world-class beaches are not the only reason to move to Florida. Did you know that the Sunshine State also offers tremendous tax and estate advantages? Wealthy wage-earners in California pay a whopping 13.3 percent state income tax. Twelve states and...
