by Brennan Clark | Sep 7, 2021 | Uncategorized
It is important that you include all key documents in your estate plan. This will likely involve either a will or a trust and in some cases an estate plan may have both documents. The objective of both of these estate planning instruments is to ensure that your assets...
by Donald Hershberger | Sep 2, 2021 | Uncategorized
It is impossible to see into the future and know exactly what is coming. This is definitely true for when you may end up passing away. Although most people are hoping to live a long and healthy life, sometimes things do not turn out the way they hope. Therefore, you...
by Brennan Clark | Aug 31, 2021 | Uncategorized
Even if you do not have a large amount of assets, you should still implement a comprehensive estate plan. Not doing so can result in major problems for your intended beneficiaries when you do finally pass away. Whether you are close to retirement or not, estate...
by Brennan Clark | Aug 3, 2021 | Uncategorized
If you are looking to create or update your estate plan, you will want to understand how capital gains tax can affect your estate planning strategy. Failure to take capital gains tax policy into account can result in unexpected tax bills for your heirs when you...
by Brennan Clark | Jul 27, 2021 | Uncategorized
Anyone who wants to make sure that their intended beneficiaries receive their estate’s assets after passing away should develop a comprehensive and effective estate plan. Failing to do so can have serious consequences for your heirs. It can result in your assets not...
