Estate Planning

How an A/B Trust Works: A Comprehensive Guide to AB Trust Planning

Are you looking to protect your estate from hefty estate taxes? Wondering how an A/B trust works and could be the solution? Look no...

How Much Does a Living Trust Cost To Set Up? A Comprehensive Guide

When it comes to estate planning, setting up a living trust can be a vital step to secure your family's financial future. However, you...

The Most Common Estate Planning Mistakes To Avoid & How

Did you know that over 60% of adults in the United States do not have a comprehensive estate plan in place? It's a startling...

What is a Trust? And How Can a Trust Help Me With My Estate Planning?

Unlock the power of estate planning and safeguard your assets with a trust. But what exactly is a trust and how can it benefit...

Types of Trusts & What Are The Benefits Of a Trust in My Estate Plan?

Are you looking to protect your assets, minimize federal estate taxes, and ensure a smooth transfer of wealth to your chosen beneficiaries? If so,...

What is Probate? How Your Estate Can Avoid Probate Process With a Will

Are you familiar with probate? It's a legal process that can be overwhelming, but I'm here to help. As an experienced financial planner, I've...

Wills: What a Last Will And Testament Should Include And Estate Mistakes to Avoid

As I sit down to write my will, I can't help but feel overwhelmed. It's not something anyone likes to think about, but it's...

Inheritance Tax? Taxes On Inheritance & How They Affect You!

Have you ever wondered what happens to your finances when you inherit money or property?  Do I pay taxes on an inheritance?  These are...
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Retiring From Publix – How To, Publix Retirement Benefits Tips & More

Retiring from Publix is a major life transition that deserves thoughtful planning. Drawing on over 25 years of experience,...

How to Hide Credit Card Utilization Rate & Boost Your Credit Score

Building a good credit history & score opens doors - financing a dream home, starting a business, or landing...

Variable Annuity Pros and Cons: A Comprehensive Guide for Savvy Investors

Did you know that variable annuities can be a double-edged sword in your retirement planning? On one hand, the...

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