Recent Blog Posts
Estate Tax Portability Can Save You Millions
You can save millions with estate tax portability. I often hear questions like, “What can I do to save estate taxes?” or “How do I avoid paying estate taxes?” You should know about portability. [...]
Estate Tax Portability Can Save You Millions
You can save millions with estate tax portability. I often hear questions like, “What can I do to save [...]
How to Title Assets in Your Trust
So you have a trust. You're Awesome! You're on the right path to have smooth, efficient, and effective estate planning. [...]
When To Get an Estate Plan?
"When I have an estate I'll make sure to do some estate planning". I hear statements similar to this [...]
All Blog Posts
Estate Tax Portability Can Save You Millions
You can save millions with estate tax portability. I often hear questions like, “What can I do to save estate taxes?” or “How do I avoid paying estate taxes?” You should know about portability. Estate Tax and Estate Tax Exemption Before diving into portability, we need to understand estate [...]
How to Title Assets in Your Trust
So you have a trust. You're Awesome! You're on the right path to have smooth, efficient, and effective estate planning. One of the most important parts of your trust is to make sure that your assets are titled in the trust as appropriate. Let's talk about how to title assets [...]
When To Get an Estate Plan?
"When I have an estate I'll make sure to do some estate planning". I hear statements similar to this ALL THE TIME! What people should be asking is "When To Get an Estate Plan?" So, what's going on here? Well first, I think some people misunderstand what estate planning [...]
When to Review or Update Your Revocable Living Trust
Do you have a Revocable Living Trust? If so, here are two important things you should know. You're awesome! Congratulations. Your Revocable Living trust may one of the most, if not the most, important parts of your estate plan. When was the last time you read through your revocable [...]
How Much Asset Protection Trusts Cost
When you are considering an asset protection trust, it's always helpful to know what to expect and how much an asset protection trust costs. This post does not go into detail about specifics of asset protection trusts and how they work. It is simply to outline the fee ranges [...]
How Much Does a Revocable Living Trust Cost?
It's helpful to have an expectation about what a product or service will cost. Likewise, it's helpful to know the value of the product or service. A Revocable Living Trust is the most popular tool in a solid estate plan. How much does a revocable living trust cost? I'll [...]
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