Jennie Clark Stewart
Trust Planning Smooths Way for Survivors
Financial experts are quick to point out that you don’t have to be a millionaire to reap a trust’s benefits. The tax benefits are obviously geared to helping the wealthy, but there are other nontax benefits of trusts. read more >
by Marty Cook -
Build Trust If You Must, But Also Explore These Other Options
Trusts aren’t the only devices people can use to pass down their fortunes, modest or massive. While a will leaves finances open to probate, which can be lengthy and costly and is a matter of public record, it is better than having no plan at all. read more >
by Marty Cook -
Planning Key For Passing On Illiquid Assets
Estate planning may be a simple, two-page will and testament that specifies who gets the savings account balance and the 2005 Toyota Camry. The deceased’s assets can range from cash to shares of stock to rental houses to acres of land. read more >
by Marty Cook -