Tag Archives: trust

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
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Are Heirlooms and Keepsakes a Part of Your Estate Plan?

When most people think of estate planning, they think of assets that include money, real estate, and personal property.

But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar...
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Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...
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Three Keys to Protecting Yourself from a Rogue Executor

Unfortunately, sometimes a death in the family can bring out the worst in people.

Indeed, family resentments sometimes simmer during a time of grieving - particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved one’s estate plan, you may...

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