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...
by Vail Gardner | May 6, 2022 | Estate Planning
There are a few different types of family trusts you can establish. Two common types include living and testamentary trusts. A family trust benefits family members, including your spouse, children, parents, or even your pets! However, sometimes there is confusion...
by Vail Gardner | Apr 27, 2022 | Estate Planning
Naming a contingent beneficiary for your trust is critical for estate planning. This “second in line” beneficiary inherits if your primary beneficiary does not inherit for whatever reason. Let’s look at why an heir might refuse an inheritance and how...
by Vail Gardner | Apr 22, 2022 | Estate Planning
No one knows when an unexpected event will occur that could potentially financially cause devastation. A car accident or lawsuit can cause you to bleed money. A severe illness can lead to astronomical medical bills. If you have money saved up, you want to protect it....
