Posts tagged with "inheritance"



Estate Planning · February 05, 2021
4 Reasons Why You Can't Afford to Go Without An Estate Plan
Most people don't spend much thinking about planning their estate. Some may rationalize that it's complicated or it takes too much time and effort. But having an estate plan is the best investment that can pay major dividends to your family, especially in the event of your death or incapacitation. It may not be easy as you think, but the benefit you gain from keeping it in place is peace of mind knowing your loved ones will be provided and cared for no matter what happens to you.
Estate Planning · April 03, 2020
Your retirement account assets are extremely valuable, and you’ll want to ensure those assets are well managed not just for yourself but for your future generations. While the SECURE Act has significantly altered the tax implications for retirement planning and estate planning, there are still plenty of tax-saving options available for managing your retirement account assets, but these options are only available if you plan for them. Read here to know more. 
Estate Planning · March 27, 2020
The changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. Here are three of the SECURE Act’s biggest changes and how they stand to affect your retirement account both during your lifetime and after your death.
Estate Planning · December 13, 2019
Safeguarding your child's inheritance is critically important to ensure that what you pass on is there when it's needed the most and put to the best use possible. Hence, choosing the right trustee and writing up guidelines and directions on how you'd like the trust assets to be used ensures your trustee is aware of your values and wishes when making distributions, therefore, prevent your heirs from going through court and conflict.  
Estate Planning · December 06, 2019
Including a Lifetime Asset Protection Trust in your plan is one great proactive step to help protect your child’s inheritance from all possible threats, while incentivizing them to invest and grow the money rather than squander and waste it. Indeed, the trust’s highly flexible structure, combined with its bulletproof asset protection makes it one of the most valuable gifts you can give your loved ones.