Revocable Trusts: Fact vs. Fiction

Photo of Signing Documents

Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning tool, especially for higher net worth families or more complicated situations. If included in your estate plan, the revocable trust becomes the core document used…

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Guest Blog – ‘How To’ Estate Planning for Digital Assets

Estate Planning For Digital Assets

‘How To’ Estate Planning for Digital Assets By Brenda A. Schlais, Estate and Wealth Planning Attorney at Angermeier & Rogers, LLP     Password Problems A woman, whose husband had recently passed away, did not have their password for their investment accounts. She had always paid the bills, and he had managed their investments during…

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Estate Planning at Different Stages of Life

By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too.  I could write a satirically funny article on how…

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Top Ten NON-Tax Estate Planning Tips

Top 10 Estate Planning Tips

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC®   Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families.  However, estate taxes currently apply only if you have an estate worth more than $11.7 million (and twice that if you are married). Obviously, that means most people…

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