Members of the Military: Estate Planning

Whether you're a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical?

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Optimizing Your Social Security Retirement Benefits

What does it mean?

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Planning Guide for Unmarried Couples

No one likes to think about death, disability, or a breakup, but planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed unmarried couples the legal benefits that married couples receive, without proper planning, millions of unmarried couples face serious barriers. 

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Charitable Remainder Trusts

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Irrevocable Life Insurance Trusts

There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for children’s education, to replace income used to support loved ones, even to pay for one’s own funeral expenses. But life insurance can also be a powerful estate planning tool, especially when owned by an irrevocable life insurance trust (ILIT).

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Case Strategy: Donor-Advised Fund Avoids Capital Gain and Endows Charitable Giving

 

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