Are YOU an Estate Trustee? Protect Yourself with these TIPS!

Are YOU an Estate Trustee? Protect Yourself with these TIPS!

Are YOU an Estate Trustee? Protect Yourself with these Tips!  Have you been designated as an Estate Trustee for someone you know? Are you aware of the liability of your role as Trustee? If not, here are some helpful tips to prepare for your important upcoming role....
How to GIFT MONEY NOW and SAVE on TAX LATER

How to GIFT MONEY NOW and SAVE on TAX LATER

HOW CAN YOU HELP YOUR FAMILY REDUCE TAX BURDEN OF INHERITING YOUR ESTATE? ‘The Gifting Strategy’ Estate Planning Gifting Strategy – used when you start to give away some of your assets to your children or charities prior to your death in order to minimize the...