Category Archives: Estate Planning & Administration

Who Should You Bring to Your Trust and Estate Administration Meetings?

When a loved one passes, it affects an entire family. However, when it comes to carrying out their wishes, not every family member has an equal say.

In fact, in many cases, only one person—the executor, or personal representative, of the estate—plays a role in administering a will. This role includes gathering the deceased’s accounts and...
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How Your Financial and Estate Planning Team Has Your Back

Comprehensive estate and financial plans are not just for the wealthy.

Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage, and support those plans....
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Gifts Your Family Will Love but the IRS Won’t Tax

What changes will we see to the tax code in the near future?

At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones.  

Make Annual Exclusion Gifts

  Annual exclusion gifts are transfers of money or property in...
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When Equal Isn’t Necessarily Fair in Estate Planning

Equality is a noble concept and one many people turn to when deciding how to divide up their estate.

There are many circumstances in which equal distribution of assets among beneficiaries is the right choice, but there are some cases where identical inheritances do not make the most sense. In such situations, the difference between what...
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