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....
by Vail Gardner | Apr 14, 2022 | Estate Planning
You might think that the only thing you can lose in a car accident is your car. Unfortunately, this isn’t the case. You can also lose your assets if someone decides to sue you. If you don’t want to lose everything you’ve worked for in one court...
by Vail Gardner | Apr 7, 2022 | Estate Planning
No one enters into a marriage thinking that it will end in divorce, but the reality is that many marriages do. Whether the marriage is your own or an heir’s, you may want to know how to protect your assets from divorce loss. In this blog post, we will discuss...
by Vail Gardner | Mar 30, 2022 | Estate Planning
When it comes to legacy planning, there are a lot of important decisions to make. One of the most important is deciding how you want your assets and real estate distributed after you die. If you’re looking for a way to manage your assets and ensure they go to...
by Vail Gardner | Mar 24, 2022 | Estate Planning
A simple trust can provide beneficiaries with required annual income distributions, but it limits flexibility to retain income or distribute principal while maintaining that tax classification. Under federal tax rules, it must distribute all trust accounting income...
