Trust & Estate
Estate Planning: Beyond a Will
To many, estate planning means getting a will or a living trust. To others, it may also mean reducing estate taxes. While it’s true that everybody ...
Change of Trustee Considerations
At a Glance
Grantors and beneficiaries often want the ability to remove trustees and appoint replacements. Since residence, family circumstances, financial ...
Charitable Giving Can Benefit Tax and Estate Planning Strategies
Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to save on taxes and meet estate-planning goals.
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Key Steps to Take After a Loved One Passes Away
The following guide will provide an overview of some key items to keep in mind when it comes to death and finances.
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