Mar 30, 2020 | Estate Planning, Uncategorized
Get Smart When Tackling Estate Planning for Intellectual Property April 2, 2020 Assets such as patents, copyrighed work and other intellectual property can be a highly valuable intangible asset for your estate plan. These assets can hold substantial...
Mar 25, 2020 | Estate Planning, Uncategorized
An HSA Can be a Healthy Supplement to Your Savings Regimen and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for retirement more important than ever before. A Health Savings Account (HSA) can be a powerful...
Mar 19, 2020 | Estate Planning, Uncategorized
Coordinating Your Payable-on-death Accounts with Your Estate Plan March 19, 2020 Payable-on-death (POD) accounts provide a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of...
Mar 18, 2020 | Estate Planning, Uncategorized
Will Your Estate Plan Benefit From a Trust Protector? April 2, 2020 You may have several different types of trusts in your estate plan. In general, to achieve the greatest tax savings, these trusts must be irrevocable, thus requiring you to give up...
Mar 12, 2020 | Estate Planning, Uncategorized
HSA Enhances Your Savings and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for retirement more important than ever before. A Health Savings Account (HSA) can be a powerful tool for financing health care...
Mar 4, 2020 | Estate Planning, Uncategorized
2 Trust Types to Consider When Estate Planning for a Blended Family March 4, 2020 No one said estate planning is easy, and this is especially true if you have a “blended family.” The good news is that there are two trust types — a qualified terminable...
