Is Your Will or Trust Up-to-Date?
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
Frank bought life insurance. Dave did not. Let’s take a look at how their families fared after their death.
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many documents you need to have in place when planning your estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need. We explain in this week’s Tax Tip.
We believe estate planning is a key component of a comprehensive financial plan. In today’s Financial Tip we walk you through key estate planning documents you should have in place.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that being a landlord brings excess liability. You can minimize that liability by how you title your real estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed…
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.