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Image for Upcoming Election: Will it Impact Your Estate Plan?

Oct 19, 2020

Upcoming Election: Will it Impact Your Estate Plan?

When it comes to estate planning, current policies have never been more favorable than today. Everyone’s goals and intentions for wealth transfer are different, so customizing a strategy that fits your needs is the most important first step.

Image for ALERT: Should a Trust be the Beneficiary of Your IRA?

Jul 6, 2020

ALERT: Should a Trust be the Beneficiary of Your IRA?

The SECURE Act has eliminated the option of "stretching" distributions of an inherited IRA over the beneficiary's lifetime. If you have named a trust as a beneficiary of your IRA, it may be time to review, rethink, and revise.

Image for The “Not-So-Trivial” Responsibilities of a Trustee

Sep 9, 2019

The “Not-So-Trivial” Responsibilities of a Trustee

Becoming the trustee of a trust or choosing a trustee for your trust is not a decision that should be taken lightly. There are many traits you should be looking for and responsibilities you should be aware of before committing to choose or become a trustee. We’ve broken down the responsibilities, as well as what qualities a trustee should possess to help make the process a bit easier for you.

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Sep 8, 2019

Should You Create a Trust?

Many think of trusts as estate planning tools that only apply to high-net-worth individuals, but in reality a trust can be helpful for anyone with estate management and distribution goals. Unsure if a trust would be beneficial in your situation? We’ve outlined the basics of trusts and their benefits for you.

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