End the Year on a High Note with Up-To-Date Trust-Based Estate Planning

(Finally) Finishing Your Tax Returns Isn’t the Final Step You may already be done with your tax returns (or maybe you even finished them in time for the April deadline!). October 16, 2017 is the deadline to file your 2016 federal and state income tax returns. But even after your returns are filed, there are still a...
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What if You Don’t Die?

Why Ignoring the Importance of Incapacity Planning Can Have Serious Consequences It’s a common misconception that all your efforts to create a comprehensive estate plan are focused on what happens after your death. That is very much not the case, and it’s a dangerous misconception to plan by. Estate planning...
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Have You Considered a Dynasty Trust for Your Family’s Estate?

Why You Should Think Twice Before Ruling One Out  When most people hear the term “dynasty trust,” they assume it’s something for only the wealthiest of families. However, dynasty trusts are not as out of reach as you might think, and can be used by many more families of a greater wealth spectrum than currently use...
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Trump’s First 100 Days: Looking Back and Planning Ahead

How We Can Future-Proof Your Estate Plan The recent political news cycle has been nothing if not lively. Are you concerned about how your taxes, healthcare, and trusts might be impacted by changes in our government under the new administration? If so, you are not alone: Considering how many twists and turns the first...
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Are You Familiar With Community Property Trusts?

Learn How These Special Trusts Can Help Reduce Income Taxes Community property trusts can save your family tens of thousands of dollars in capital gains taxes, and that’s just one of their many benefits. This lesser-known strategy isn’t right for everyone, but for households that can make the most of it, it’s a...
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Estate Plans for College Students and Other Young Adults

Why It’s the Perfect Time to Set Your Kids Up for Success As spring break swiftly approaches, the parents of young adults experience a mixed bag of emotions. It can be exciting to see your children branching out and becoming successful adults in their own right — a time full of hard work and self-discovery that...
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Why “I Love You” Wills Really Don’t Say “I Love You”

As Valentine’s Day brings heart-shaped chocolate boxes and roses by the dozen into your imagination, seize the moment to learn about the drawbacks of “I love you” wills and introduce yourself to the estate planning move that’s actually going to ensure you do well by your loved ones: a lifetime beneficiary trust. Rise...
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The Flexible Protection of Trust-Based Planning

Welcome to 2017! We hope you’re recovering nicely from the holidays and settling back into a routine. As you assess your goals for the year ahead, take a moment to review your legacy planning. You’ve hopefully already handled a few key pieces—set up and funded a trust, signed a will, created a power of attorney, etc....
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