Estate Planning

Maximize Your Impact with Tax-Savvy Charitable Giving

Charitable giving is one of the most rewarding ways to make a difference in the world and create a lasting legacy, but without a clear...

15 Must-Have Provisions for Your Last Will and Testament

Wills are essential documents in estate planning. They provide a clear and legally binding outline of how you want your assets...

Boost Your Estate Plan with the Power of Appointment

Navigating estate planning can be challenging due to the complexity of legal terms and the variety of documents involved. Understanding...

Selecting the Best Distribution Method for Your Inheritance Plan

When I go through clients' estate documents, especially a will, I always check the Contingent Beneficiary Clause. This clause is crucial...

Use These Gifting Strategies to Reduce Your Estate & Save on Taxes

Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...

Things You Need to Know Before Making Gifts

Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties

Guarding Your Legacy with Proper Estate Planning

Discover why estate planning is vital for everyone, not just the wealthy.

Four Major Issues With Wills You Need to Know About

A will is a key document of any estate plan and if you don’t have one, we highly encourage you to create your own will as soon as...

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