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What to Know When Setting Up Your Trust and Selecting a Trustee

What to Know When Setting Up Your Trust and Selecting a Trustee

A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics of families that have little to do with wealth. Do you want to keep your affairs…

A Look at Legal Trends in Estate Planning

A Look at Legal Trends in Estate Planning

The new federal and state laws are requiring a more dynamic approach to estate planning in order to efficiently manage and disperse a person’s estate. These laws affect estate planning tax, trust, and charitable strategies, and the higher your net…

What are Grantor-Retained Income Trusts?

What are Grantor-Retained Income Trusts?

In wealth transfer and estate planning, some people seek strategies that preserve their assets, as well as provide financial benefits. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique opportunity for individuals to retain an income…

Tips for Planning for the Growing Sandwich Generation

Tips for Planning for the Growing Sandwich Generation

The sandwich generation includes anyone who struggles to care for both their children and their aging parents. Although generation is part of the phrase, it does not refer to people born at a specific time. Typically, these “sandwich” family caregivers…

The Estate Planning Guide for Cryptocurrency

The Estate Planning Guide for Cryptocurrency

In the case of digital assets, traditional estate planning elements are mostly obsolete. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. If you own any of these asset classes, addressing complex…

Update Your Power of Attorney as It Ages Over Time

Update Your Power of Attorney as It Ages Over Time

I am responsible for paying my uncle’s medical bills while he is hospitalized. Back in 2002, he named me as his financial power of attorney, so I could write checks on his bank account when he couldn’t, like now. But…

What You Need to Know About Estate Planning

What You Need to Know About Estate Planning

In estate planning, several documents are created outlining a person’s wishes. During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You can also express…

Managing the Benefits of Retirees and Near-Retirees to Offset Rising Inflation

Managing the Benefits of Retirees and Near-Retirees to Offset Rising Inflation

It is likely that the forty-year inflation high Americans have been experiencing will last well into 2023 and beyond unless there is a significant course correction. Bankrate’s Third-Quarter Economic Indicator poll projects inflation will be more significant than previous expectations over…

A Guide to Determining Whether Probate is Needed

A Guide to Determining Whether Probate is Needed

Probate may sound complex and expensive, but it is a standard legal process that formalizes the transfer of assets from a deceased person to their beneficiaries. Whether or not you require probate depends on the type of property and how…

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