Planning Perspectives
Read the featured article:
"Who Will Speak for You?” Why Everyone Over 18 Should Sign Powers of Attorney for Finances and Health Care
Learn about the essential documents that can protect your finances and health care decisions – and spare your loved ones from stressful court involvement. Proactive planning today can ensure your wishes are honored when it matters most.
Previous articles:
Estate Planning Made Simple: A Guide to Wills, Trusts, and Final Wishes
This article will walk through the components of estate planning—from exploring your personal beliefs about death to understanding the “big four” legal documents you need. It will also cover often-overlooked aspects like digital property management and practical tips for a seamless transition.
Read the article: Estate Planning Made Simple...
Tax Planning for Estates: 4 Key Strategies
Many individuals and families prioritize reducing estate taxes. By implementing effective strategies, you can minimize the taxable estate and potentially pass on more of your assets to your loved ones and the causes you care about, ensuring the maximum benefit from your legacy. Learn about four key strategies to consider.
Read the article: Tax Planning for Estates...
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