Tag Archives: tax planning

ESTATE PLANNING: Pour-Over Will & Trust Combo (Part IV)

The will-trust combo is a standard technique in estate planning because it is an effective, convenient and cost-efficient means to your goals.

ESTATE PLANNING: Advantages of a Will (Part I)

We all have a tendency to put off thinking about our own demise. It usually takes some kind of prompt to get us to take the time – and pay the money – to have a will drafted. That prompt may come in the form of the birth of child or development of health issues. Those are common reasons people start thinking about their last will and testament, but are they the only reasons?