Estate Planning: How to Keep More of Your Money

Planning what to leave heirs when a person dies is not something that can be done in one day.  Rather, estate planning requires knowledge, thought, and ongoing protection of assets in order to reach the goals of wealth distribution for future generations. Estate Planning Estate planning involves the process of accumulating, preserving, and distributing assets…… Continue reading Estate Planning: How to Keep More of Your Money

Estate Planning for Second Marriages and Blended Families

Estate planning can be difficult enough when planning for a wife and children, but when divorce and remarriage create a family where one or more spouses already have children, estate planning can go from difficult to confusing.  However, by using a qualified terminable interest property (QTIP) trust, this difficult task becomes easier. QTIP Basics According…… Continue reading Estate Planning for Second Marriages and Blended Families