Estate planning

Legacy and estate planning begins...

with understanding your overall balance sheet, the importance of titling your assets properly, establishing appropriate beneficiary designations, and the naming of the professionals who will act on your behalf when needed. Getting organized is the first step. Then, it is very important to have a meaningful conversation with family about your legacy.

The articles below offer more insights into this topic.

Hidden pitfalls of Crypto

Iceberg in blue water

As cryptocurrency continues to evolve as an emerging asset class, it is important to determine how this uniquely positioned investment interacts with other financial planning considerations.

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Formal estate planning is critical

Hour glass with sand

The past few years have brought us to the realization that, regardless of our age or stage in life, we may not always have the luxury of as much time as we once thought.

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“The talk” during uncertain times

Hurdles

Having a family conversation about your estate and your legacy can be challenging. But, during times of uncertainly, it becomes more important than ever.

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Changes in estate tax and planning

Orange rock formations

Even though the current federal estate tax exemption is $12.06 million per individual, planning for potential changes to that exemption is always an important financial planning tip.

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The importance of a trustworthy advocate

Robe tied to dock

You often see the terms Agent, Trustee, and Executor in various legal documents. But, what is the difference between these three roles, and why does it matter who you appoint to each role?

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The value of a corporate trustee

Tree roots

There are opportunities to create a continuity of wealth advice and guidance from generation to generation while still providing the expertise of a corporate trustee.

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Stop, take inventory, check-in

Bell on check-in desk

During these challenging times, many individuals are reassessing and taking inventory of their estate plan. Now may be a good time to revisit your will, trust, POA, asset titling and beneficiaries.

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