How To: Lifetime Gifts
It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.
Lifetime Planning
What is a Beneficiary Designation?
Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.
Planning for Incapacity
In doing estate planning, it is essential to plan not only for death — but for life.
Preparing for the Storms of Life
Many people think an estate plan only involves drafting a document before you die that will distribute your assets upon your death… an equally important part of an estate plan should include what happens to you and your assets while you are living.
