by Vail Gardner | Jun 10, 2022 | Estate Planning
If you’re like most people, you want to provide for your loved ones after you die. This usually means writing a will and possibly opening a trust to distribute assets. However, legacy planning may get complicated if you and your spouse have stepchildren...
by Vail Gardner | Jun 2, 2022 | Estate Planning
No one wants to think about the possibility of financial loss, but it’s essential to prepare for anything. Unfortunately, unexpected events can lead to a total loss of your assets. That’s why it’s crucial to take steps now to shield your assets from...
by Vail Gardner | May 25, 2022 | Estate Planning
There are a few things you should never put in your will when you’re planning for your heirs. Understanding these items can help your loved ones avoid misunderstandings and long probate court battles. It’s crucial to tailor your will to your specific needs and...
by Vail Gardner | May 18, 2022 | Estate Planning
A charitable remainder trust (CRT) allows you to donate money or assets to a charity while providing significant tax breaks for you and your heirs. However, before setting up a CRT, consider how they work. In this blog post, we will take a closer look at the pros and...
by Vail Gardner | May 13, 2022 | Estate Planning
There are many estate planning options for asset protection, but individuals often overlook the unitrust. Let’s look at the main benefits of a unitrust: predictable income, protection for future generations, and fair disbursements. If you are looking for a way...
