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Trusts and Estates

Can You Bequeath Your Frequent Flyer Miles?

Posted on: November 14th, 2017
If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone....

How Long Should You Keep Important Documents

Posted on: November 7th, 2017
You do need to save certain documents longer than others, and— for financial and estate planning purposes—these documents should be organized and accessible. ...

IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die

Posted on: October 31st, 2017
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be financially responsible with your children’s inheritance. ...

Planning for the Future Without A Crystal Ball

Posted on: October 24th, 2017
Not only do we now have a generous $5.49 million exemption and a lower 40% rate, we also have renewed emphasis and action from the President and Congress on repealing the estate tax, as evidenced by the September 27, 2017 Unified Framework for Fixing Our Broken Tax Code. So what does this mean for you, as you’re planning for the future?...

It's National Estate Planning Awareness Week 2017

Posted on: October 17th, 2017
Because Congress found that over 120,000,000 Americans did not have an up-to-date estate plan, they voted in 2008 to declare the third week in October each year as National Estate Planning Awareness Week....

How Does My Annuity Fit Into My Estate Plan?

Posted on: October 10th, 2017
In addition to their benefits as a financial tool for your goals, annuities can have a positive impact on your beneficiaries after you’re gone — but only if you take smart estate planning steps to make sure your wealth ends up in the right hands....
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