Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
Minimize Estate Taxes with Trust
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be…
In the News: Estate Planning—Yes, You Really Need a Will
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general…
Advanced Estate Planning Concepts for Women
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
In the News: Provide for Pets in Your Estate Plan
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…
In the News: Leave a Loving Legacy by Leaving Organized Records
In today’s Marietta Daily Journal, we discuss organizing your critical documents should something happen to you. Read all about it. Get our guide for organizing records All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…
Conducting a Periodic Review of Your Estate Plan
Life changes like divorce or birth of a child require a review of your estate plan, but there are many other reasons too. Read more in this week’s Financial Tip.
Transferring Your Family Business
Business succession planning should ensure the continuity of your business and minimize tax consequences. Read more in this week’s Business Tip.
Asset Protection Strategies Beyond Insurance
Insurance may not provide the protection needed for assets. Other strategies include transferring ownership to an entity. Learn more in this week’s Financial Tip.
Can I Provide Annuity Payments to My Heirs After I Die?
A stretch annuity can allow for the death benefit to be paid over several years, while the balance to continues to grow. Read more in this week’s Insurance Tip.