Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
If you are pre-paying for funeral expenses, there are several areas to address before agreeing to the arrangement. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal. Read the Article