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An Overview of Setting up a Trust and Selecting a Trustee

An Overview of Setting up a Trust and Selecting a Trustee

A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics of families that have little to do with wealth. Do you want to keep your affairs…

Managing Family Wealth and Minimizing Taxes

Managing Family Wealth and Minimizing Taxes

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities…

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

Think about being ill and having to determine whether or not you can afford medical care. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without or delayed medical care…

Trusts for Grantor-Retained Income

Trusts for Grantor-Retained Income

It is common for people to seek wealth transfer and estate planning strategies that not only preserve their assets but also benefit them financially during their lifetimes. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique…

What Are the Consequences of Disinheriting a Child?

What Are the Consequences of Disinheriting a Child?

When it comes to transferring property or money to their children, most parents prefer to treat their children equally. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One…

Living Wills: Ten Things You Need to Know

Living Wills: Ten Things You Need to Know

How would you decide how to care for yourself if you were seriously ill or accidentally injured? You don’t have to be old to become incapacitated. A living will, a component of an advance health care directive, can outline your…

Through Financial Literacy and Discipline, You Can Build Wealth

Through Financial Literacy and Discipline, You Can Build Wealth

A steady path can over time make you a self-made millionaire if you are part of the millennial generation or younger. It does not require a unique set of skills, specialized knowledge, or even excessive risks. Americans who achieve millionaire…

Planning an Estate: The Major Components

Planning an Estate: The Major Components

In an estate plan, assets are distributed in accordance with your wishes, and your loved ones are provided for after your death. It requires organization and strategy and begins with five key legal documents that can address many areas of…

A Guide to Gun Trusts

A Guide to Gun Trusts

A gun trust allows individuals to own firearms in a legal manner, allowing them to share access to firearms with others while remaining compliant with the law. This approach is beneficial for those who own restricted firearms or firearms regulated…

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