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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Friday December 1, 2023
Personal Planner
Where is the Missing Will?
More than 40 wills were submitted to the probate court, with a multitude of potential heirs...More |
Savvy Living
What can you tell me about creating an incentive trust? I have concerns about my heir’s financial management skills and would like them to meet certain requirements in order to receive distributions from my estate.
If you want to influence your heirs after you are gone, an incentive trust is an option to consider. But be careful how you construct it because it can cause unintended, unfair consequences. Here is how it work and tips to help you create one.
Incentive Trusts Basics
An incentive trust is an estate-planning tool designed to help encourage your heirs in a direction you desire when you are no longer around.
With an incentive trust, some or all of your assets are passed...More |
Washington News
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week that focuses on protecting the financial information of taxpayers and tax professionals.
The 8th annual National Tax Security Awareness Week is from November 27 to December 1, 2023. The Security Summit is a coalition of the IRS, state tax administrators, tax software companies and the tax professional community.
With the holiday shopping season gathering momentum, the Security Summit partners advised both taxpayers and tax professionals to be extra cautious. During the holiday season, tax fraudsters ramp up efforts to trick individuals into...More |
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