by Francine Ward | Jan 10, 2022 | Estate Planning
Why Pet Owners Should Consider a Pet Trust. Pet trust. Creating an estate plan is about protecting what’s important to you. Most estate planning conversations focus on the spouse, the children, and in some cases the grandkids. If you are like me, a devoted parent of...
by Francine Ward | Jul 3, 2021 | Estate Planning
6 Essential Documents Every Unmarried Couple Needs Having an estate plan is important for everyone, but it’s indispensable for unmarried partners. Suppose you’re in a committed, long-term relationship and become incapacitated or even pass away. In that case, most...
by Francine Ward | Jun 4, 2021 | Estate Planning
Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...
by Francine Ward | Feb 5, 2021 | Estate Planning
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...
