Articles

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances

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Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold

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Charitable Goals? Take Advantage of One of the Most Flexible Tax Planning Tools

Giving to charity can provide not only large tax deductions, but also the satisfaction of doing good. On top of that, it’s one of the most flexible tax planning tools because you can control the

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Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to

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Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth:

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What You Can Do with a Will?

A will is often the cornerstone of an estate plan. Here are five things you can do with a will.

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Transitioning into Retirement

The retirement "zone"

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with

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Money Minute: Do You Have These Estate Planning Documents?

A comprehensive Estate Plan generally consists of several documents. Of course, there is your Will which transfers certain assets going through the probate process. A Revocable Living Trust, if

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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to

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Top 10 Reasons to Use a Corporate Trustee

  1. Experience

    Corporate trustees are experienced in the administration of trusts and estates.  They can act more efficiently and knowledgeably in fiduciary matters.  A good Trust Officer has

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