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.
Incorporating Incapacity Planning into an Estate Plan
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
Family Limited Partnerships
A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.
Planning for Incapacity
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.
How an Inheritance Affects Your Financial Plan
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.
Prepaid Funeral Arrangements Can Have Grave Consequences
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.
Estate Reduction Ensuring Wealth Transfer to Heirs
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
Estate Reduction and Transferring Wealth
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.
Estate Planning for a Second Marriage
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.
In the News: Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal.