Estate Planning

When seniors plan for their future and legacy, numerous issues must be addressed – from will and trusts to retirement tax planning. Another issue that needs prompt attention is estate tax planning.  As you plan for your retirement and the protection of your family, you should understand what taxes apply (or don’t apply) to your…

Estate and trust planning are often challenging tasks.  Throw in a special needs trust?  And things just get more complicated. Special needs trusts are legal relationships where a physically, mentally, or chronically ill person can receive income without generally reducing any public financial assistance, such as Social Security, Medicaid, or Supplemental Security Income (SSI).  Keep…

Certain documents – such as wills or powers of attorney – are standard when creating your estate plan. But what about adding a trust? Including a trust in your estate plan gives you additional protection for yourself and your loved ones.  A trust can also protect your legacy – creating a path forward for your…