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Estate Planning

Inheritance Planning

Categorized in:
Legacy, Inheritance Planning

When transferring wealth to heirs, tax avoidance can lower your tax bill by structuring transactions to save the most money. If you’re concerned about your loved one’s tax burdens after you pass, learn more.

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Legacy, Inheritance Planning

When it comes to personal possessions, they are typically not included in your will or trust. So, who gets your belongings, sentimental, or collectible items after you pass is up to you to explain.

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Inheritance Planning, Wills

Estate planning conversations can be challenging if you and your loved one have different points of view about your future and the legacy you will leave behind. There is a lot to process with many emotional topics.

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Inheritance Planning

To correctly manage the expectations of loved ones and provide for a smooth transfer of wealth, have conversations and share information about your estate plans and what’s to come while you’re still alive.

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Inheritance Planning, Business Succession Planning

Farm and ranch real estate and related livestock, equipment, and other personal property face unique challenges in succession and estate planning. There is a common misconception that federal estate taxes threaten farm or ranch property, preventing assets from getting to rightful heirs. Over the past 20 years, legislation has managed to ease the estate tax burden.

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Categorized in:
Trusts, Inheritance Planning

If some or all of your estate bypasses your children and goes directly to a grandchild, your estate could have to pay a tax called the generation-skipping transfer (GST) tax.

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Categorized in:
Legacy, Inheritance Planning, Business Succession Planning

Building a detailed succession and estate plan for your family farm is essential; a failure to do so puts both family harmony and your most valuable asset at risk.

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Inheritance Planning, Financial Powers of Attorney

As digital assets become more common to all of us, it is important to include them in estate plans. These four steps will help ensure you do this properly.

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Categorized in:
Legacy, Inheritance Planning

In a blended family situation, there are more opportunities to get an estate plan wrong. Use this list of questions to avoid future estate planning hassles.

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Categorized in:
Legacy, Inheritance Planning

Making charitable giving a part of your estate plan is a great way to support your favorite charity without impacting your current lifestyle in any way.

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Categorized in:
Trusts, Inheritance Planning, Probate

A living trust that has been properly prepared and funded with your assets can provide many benefits for you and your loved ones.

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Inheritance Planning

There are many reasons why a person might decide to disinherit a would-be beneficiary. How to disinherit an individual depends on many factors including your relationship with that person and your state’s laws.

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Categorized in:
Asset Protection Planning, Inheritance Planning

There are many reasons why a beneficiary might want to disclaim an inheritance.

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Categorized in:
Asset Protection Planning, Inheritance Planning, Lifetime Gifts

Learn more about the family limited liability company (FLLC), a popular yet potentially confusing estate planning tool.

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Categorized in:
Legacy, Charitable Giving, Medical Directives, Inheritance Planning

Estate planning creates many opportunities to pass along your faith and values as well as financial wealth and tangible assets to the next generation.

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Categorized in:
Trusts, Inheritance Planning, Wills

Joint accounts are a popular estate planning option because they allow the quick transfer of assets after the death of one or more of the joint owners.

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Categorized in:
Trusts, Inheritance Planning, Disability and Special Needs

What to consider when you are thinking of disinheriting your child.

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Trusts, Inheritance Planning, Lifetime Gifts, Planning for Minors

Learn about the several options available when considering how to leave assets to adult children.

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Legacy, Inheritance Planning, Lifetime Gifts, Planning for Minors

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Proper estate planning can help you understand how to leave money to minor children.

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Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Trusts, Medical Directives, Inheritance Planning, Lifetime Gifts, Wills, Planning for Minors

Ten major estate planning goals to accomplish before the end of the year.

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Categorized in:
Inheritance Planning

How to determine how much life insurance you will need.

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Categorized in:
Legacy, Inheritance Planning, Business Succession Planning

Learn the many reasons why it is important to have an advisory team for your estate planning.

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Categorized in:
Inheritance Planning, Planning for Minors

Learn how discussing inheritance with children can help them be prepared to handle even a modest amount.

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Categorized in:
Legacy, Inheritance Planning

How important it is to create an inheritance for your kids?

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Categorized in:
Legacy, Inheritance Planning

A family inheritance can mean more than just money; it can also mean passing down family values, traditions, and history to future generations.

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Categorized in:
Legacy, Inheritance Planning, Planning for Minors

Treating your children fairly in your estate plan does not necessarily mean you need to divide the inheritance equally.

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Inheritance Planning

Beneficiary designations can be quite useful, but they need to be considered as part of your overall estate plan.

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Categorized in:
Inheritance Planning, Business Succession Planning

Having life insurance can give you peace of mind that if something were to happen to you, your family will be able to cover expenses and maintain the same standard of living.

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Inheritance Planning

The best time to create your estate plan is today.

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Categorized in:
Inheritance Planning, Lifetime Gifts

Learn about the potential problems that can come with giving your assets away while you are still living.

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Categorized in:
Inheritance Planning

Learn about the five basic reasons why families fight over inheritance.

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Categorized in:
Asset Protection Planning, Trusts, Inheritance Planning

Trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the creditors of beneficiaries.

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