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Second Marriage? Update Your Estate Plan

If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if necessary) your estate plan, for several reasons. Let's take a look.

The Write Stuff: a Letter of Instructions

When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a “letter of instructions” to your heirs. Check it out...

Benefits of a Charitable Remainder Trust

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. A CRT allows you to support a favorite charity...

October 2017 Investment Update

U.S. Real Gross Domestic Product (GDP) grew at an unexpected pace of 3.0% in the third quarter, versus a 2.5% consensus estimate, marking the second consecutive quarter of GDP growth at or above 3.0%

Dynasty Trusts Keep on Giving Long Into the Future

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

Who Should Own Your Life Insurance Policy?

If you own life insurance policies at your death, the proceeds will be included in your taxable estate. Ownership is usually determined by several factors, including...

Tax-Conscious Bequests

The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether. Let's take a look.

The Framework for Tax Reform

On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.

September 2017 Investment Update

Overall, the combination of steady growth, low interest rates, and the absence of inflation concerns have provided fuel for the markets to produce strong returns.

How an HSA can Benefit Your Estate Plan

One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...

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