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September 2012 Archives

Who will you entrust with managing your assets?

A person may work for years earning and saving money and then put the assets into a trust. Deciding where to keep these assets should not be taken lightly. The person who earned this money probably worked hard so he or she could offer this money to heirs, potentially including a spouse and children. As these assets likely took a long time to earn, placing them in a safe location and under the care of a trusted individual is important.

Estate planning can help family members and protect assets

Managing a parent's or spouse's estate is probably one of the last things a person wants to do after losing a loved one. Estate planning is a very important issue though. In order to ensure a person's assets end up in the intended person's pocket, one must plan an estate carefully.

Historic 2012 estate planning opportunities

With 2013 approaching and the propsect of a last minute estate tax compromise in Washington highly doubtful, now is the time to take advantage of soon to expire, historic estate preservation and tax savings opportunities.

Basic tips for preparing a will

While death may not be a subject many people are comfortable considering, preparing a will is an essential step in ensuring that your assets are distributed as you wish. And while the prospect of preparing a will may seem daunting, there are a few steps you can take to make the process a bit easier.

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