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Is an Estate Plan Really Necessary?

POSTED ON: October 13, 2022 BY: Kyle Krull
Nope. Just kidding. A comprehensive estate plan protects assets and loved ones. A lot of people really like to have control. It helps them to feel more secure. That likely includes you, yes? Although you cannot always control what happens to you, you can prepare for what is outside of your control. According to a […]
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What Should I Include in an Estate Plan Discussion?

POSTED ON: March 17, 2021 BY: Kyle Krull
An estate plan discussion can preserve family relationships. Death is an unpleasant topic. I get that. As Woody Allen famously quipped: "I'm not afraid of death; I just don't want to be there when it happens." Few people want to think about their loved ones being gone. The harsh reality is everyone dies. According to a recent U.S. News […]
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SLAT

Would My Estate Plan Benefit from a SLAT?

POSTED ON: March 15, 2021 BY: Kyle Krull
A SLAT can help with your estate tax liability and much more. People have different tax liabilities, especially when it comes to estate taxes. For those with high tax exposures, how assets are transferred is of particular importance. Leaving assets outright through traditional estate planning tools, like a last will or a revocable living trust, […]
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