In this issue of our Estate Planning Newsletter
The Pandemic Prods Us To Get Our Affairs in Order
The pandemic was a frightening wake-up call, reminding us of how fast things can change. Click through to learn how to take action now and make sure you’re prepared for the future.
Family Limited Partnerships
Want to preserve wealth within a family? Click through to see how to use family limited partnerships for tax-free transfers of assets and real estate.
Home Renovations for Seniors
As people age, physical challenges can make it hard for them to navigate their homes. But that doesn’t have to mean a nursing home! Click through to see how to use remodeling to accommodate these challenges.
Using Donor-Advised Funds for Multigenerational Estate Planning
Multigenerational wealth management involves tackling tax hurdles. Click through to learn how donor-advised funds can help you protect your family’s interests.