Posts Tagged ‘trust’
Revocable Trusts: Fact vs. Fiction
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…
Read MoreGuest Blog – ‘How To’ 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…
Read MoreEstate 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…
Read MoreTop Ten NON-Tax 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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