Avoid Monthly Trust Fees: Alternatives & Professional Trustee Roles The idea of establishing a trust often comes with questions about ongoing costs. Many people wonder if they'll be tied to perpetual monthly fees, similar to a subscription service. The good news...
Estate Plan for New Parents: What You Need to Protect Your Child Yes — having a child is one of the most important reasons to create or update your estate plan. Here's why an estate plan for new parents is absolutely essential: Why New Parents Need an Estate Plan 1....
Estate Tax vs Inheritance Tax: Smart Planning Made Simple Estate tax vs inheritance tax — these two terms often get confused, but they represent very different concepts when it comes to transferring wealth after death. While both involve taxes on assets, they differ...
Federal Estate Tax: Big Bill Brings Relief and Clarity Federal estate tax rules have long been a moving target—especially when new legislation hits. If you're concerned about how much of your estate may be taxed, it's important to understand the current landscape and...
Arizona and Estate Tax: What Smart Families Should Know Arizona estate tax rules are more favorable than in many other states—making Arizona an appealing place for retirees and families building long-term plans. But that doesn’t mean you can skip estate planning...