Prepaying funeral expenses may allow you to lock in costs for future funeral or burial services. Some nursing homes require a funeral trust as a condition of admission. So what is a funeral trust? The IRS defines it as a pooled income trust set up by a funeral home or cemetery to cover future …
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Managing Risk in Estate Planning
Managing Risk in Estate Planning - Risk management should be a part of any long-term estate plan, especially when a plan is expected to cover several generations. Multigenerational clients tend to be more concerned with preserving wealth than taking risk on the upside of markets. They look at risk …
Generational Wealth is Key to Leveling the Playing Field
Generational Wealth is Key to Leveling the Playing Field - Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent immigrants, face obstacles in obtaining a good education and building a business or a solid …
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Will Your Estate Plan Still Work If You Move?
Will Your Estate Plan Still Work If You Move? Before the pandemic, Americans were more mobile than ever. In the prior decade, millions of Americans moved each year. Here’s a link for more information on moving in America. When you move, you have to change your address, your voter registration, and …
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A Quick Introduction to Trusts
A Quick Introduction to Trusts - You may be thinking of creating a trust to help manage your assets — or maybe you don't even know how a trust could help. Here is a basic overview of trusts: A trust is created by you, the grantor. You write the rules governing how the trust will operate — what it …
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