trusts
Stock Market Today: Stocks Search for Direction
A choppy day of trading left the major indices largely unchanged.
A Guide to Estate Planning for Second Marriages
Getting married for a second time following a divorce or the death of your first spouse can feel like a fresh start. But itâs important to consider how joining your life with someone elseâs may impact your financial plan, including … Continue reading →
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Simple Trusts vs. Complex Trusts
A trust can be a useful estate planning tool, in addition to a will. You can use a trust to remove assets from probate, potentially minimize estate and gift taxes and ensure that assets are managed on behalf of beneficiaries … Continue reading →
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What Is the Generation-Skipping Transfer Tax?
Estate planning can help you pass on assets to your heirs while potentially minimizing taxes. When gifting assets, itâs important to consider when and how the generation-skipping tax transfer (GSTT) may apply. Also called the generation-skipping tax, this federal tax … Continue reading →
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