An irrevocable trust may not be able to escape the capital gains tax. Minimizing taxes is a common estate planning goal. Most people would prefer
Singles benefit from estate planning. There has been a trend for several years to delay marriage. This means many people are often single throughout their
Placing a home in a trust can be helpful or harmful. Protecting wealth and distributing assets can feel overwhelming. People worry about protecting their assets
Trusts have several estate planning benefits. Many misunderstandings exist around estate planning. One of the most common misconceptions involves trusts. People tend to think this
A corporate trustee can benefit the management of a trust. Some tasks can be easily delegated to family and friends. Need groceries from the store?
Certain events should trigger an estate plan checkup. Nothing in your life happens in a vacuum. Your personal and work decisions impact each other. The
Estate planning requires attention to detail. If you are an American adult, you should have an estate plan. This planning is not reserved for those
Buying a home is one of the most common triggers for creating an estate plan.
Singles are not exempt from having to create an estate plan. Many American adults are currently considered single. These individuals may have never been married.
Taxing life insurance benefits is dependent on several factors. You have people who depend on your income. Perhaps this is your spouse only. Maybe you
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.