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The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of the trust.
Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore why.
Our financial planning team has been reviewing the latest American Families Plan proposal that was released mid-September. While it is still merely a proposal and has a long way to go to become law, we wanted to point out seven areas that we are watching closely as they could impact many of our clients if it goes into effect. As with all matters related to your taxes, please consult your accountant.
No two people are alike, and no two families are alike. More often families are being created and shaped in non-traditional ways and continue change the way we think of families, such as single parent families, blended families, same-sex households, and children as caregivers for aging parents. In a way, non-traditional families are more the
Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. The financial planning and investment management needs are dramatically unique depending on what stage of life the surviving spouse is in.
Are you within 5 years of retiring? If so, here is a quick checklist for you to reference on what you should be doing five, four, three, two and one year before retirement. Let the countdown begin!
In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.