Creating A Blueprint For Wealth

  1. Home
  2.  » Category: "Estate Planning"

Estate Planning

Can you make changes to a trust?

Many people turn to trusts during the estate planning process because they provide benefits that a simple will may not. By placing assets in a trust, those assets will avoid probate. This provides you with greater privacy and allowing your loved ones to receive their...

Will taxes impact my estate?

When someone passes away, their estate faces a variety of financial concerns. The executor of your estate will be responsible for selling assets as appropriate, distributing assets among your beneficiaries and addressing financial details like your final tax return....

7 tips for choosing your estate executor

When you run a business, you often have to have good instincts about people. You have to decide whom you will trust, what businesses and leaders you will work closely with and who to hire to help your business grow. When you create an estate plan, you have another...

What should I know about gift taxes?

As you get older and see your investments grow, you may decide you want to share your wealth with your loved ones. You may want to give each of your children money toward a down payment on a house. You may want to gift your grandchildren money toward their college...