As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Estate Planning
What to know about inherited IRAs
There are a lot of rules governing required distributions from inherited IRAs. Learn the basics about the types of beneficiaries, how the money is distributed, and more.
4 considerations for estate planning
Estate planning is critically important but can be emotionally difficult. Learn what to consider and how to make your plan work for you.
Preserving family legacy by passing down your cabin
If you want your cabin to remain in the family, do you have a plan for how to make that happen? Here are some considerations.
Trust vs. will: Which is right for you?
Often, clients will ask the difference between wills and trusts, and which is better. Let’s look at wills, trusts, how they are used, and the pros and cons of each so you can go into a decision well-informed on your options.
Consider creating an ethical will (or legacy letter)
Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
Does your estate plan need an update?
Our clients often update their wills for personal reasons such as a change in beneficiaries or to change their executor, trustee, or child’s guardian. But...
Ways To Enhance Estate Planning
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
The People Involved in an Irrevocable Trust
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
What is an Irrevocable Trust?
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.