In this issue of our Estate Planning Newsletter
Myths of the Estate Tax
You may be worried about your heirs getting hit by the federal estate tax when you die. But are these worries justified? Click through for a look at how the often-misunderstood estate tax really works.
The Spousal Lifetime Access Trust: A Near-Perfect Tool?
The SLAT is not one of the better-known trusts, but it’s hard to see why: some advisors have called it one of the smartest trust options available. Click through to see how this adaptable tool can help your family.
Digital Records and Privacy
Your estate plan should address the management and distribution of digital assets, a situation that can quickly become complicated. Click through for an overview on how to make sure this oft-forgotten part of your legacy is protected.
Are You Ready for Retirement?
You probably have lots of questions about when to take retirement and how your life will change. Click through to address some of the frequently asked questions about what retirement will look like.