Annuity Tax Rules Have Never Been Better. Nonqualified deferred annuities (NQDAs) are an important financial tool for many clients. That being said, they do not offer the same tax-free death benefits as life insurance. Nor do they offer the tax-advantaged...
Considering the myriad of trusts available, creating the right estate plan can seem daunting. However, that is what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation. ...
Revocable Trust vs. Irrevocable Trust: A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell...
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have...
Something new on the market that has constantly come up due to the fear of CoVID-19 is the legality of online wills, whether on a web site or on a smartphone app. I was recently asked to share my opinion on these, so I thought it would be a great topic for the blog....