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Articles tagged: Estate Planning & Asset Protection

Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries

The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

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Entwined adult hands, here symbolizing property rights for unmarried couples

Estate Planning for Unmarried Couples: P is for Planning, Not Palimony

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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How to Protect Your Assets Now to Cover Your Ass(ets) for Later

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

Your valuables are your assets. It’s important to think of them as investments and know how to protect them from disaster, as well as regular wear and tear.

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Investing in a High-Inflation Environment

Investing in a High-Inflation Environment

How should you approach investing in a high inflation environment? Though your first instinct may be to hold on to your cash, see how many investments, like I bonds or real estate, can be a key hedge against inflation.

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Eliminate Your State Income Taxes with Non-Grantor Trusts

Do you know how a non-grantor trust can help you protect assets? NING trusts can be used to your advantage so you can avoid state income taxes and make the most off of your investments.

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Divorce

4 Steps for Handling Your Finances in Divorce

Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.

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Best State for Retirement

Where Should You Retire? The Best and Worst States for Retirees

What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care.

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Long-term Care

Long-Term Care Insurance: What You and Your Family Should Know

Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?

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