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How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

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Trusts as An Estate Planning Strategy Are More Important Than Ever

December 24, 2018

So many changes in the estate and the gift tax rules mean that it’s more important than ever to contemplate estate planning strategies. Trusts matter now more than ever because these are much more than tax planning vehicles for the estate planning purposes.

Many people continue to struggle with the problem of determining how much is enough and how much is too much when passing on assets to your grandchildren or children. 

Although few families are subject to the federal estate tax, leaving assets inside a trust enables a beneficiary to reap the advantages of a family’s success without the high potential for adverse effects such as spending the money too quickly. You can also provide significant protections for your beneficiaries by putting assets inside a trust. This includes protection from creditors, protection from a spouse who seeks a divorce in the future and protecting a beneficiary from being exploited financially.

Even if no tax planning is needed, trusts can be used to further your goals and to address your individual concerns about inherited wealth. Scheduling a consultation directly with an experienced estate planning attorney is your first opportunity to talk through using a trust as an estate planning vehicle.

Your trust is a powerful tool for you and your loved ones, but only if it’s created and funded properly. You need time set aside to speak to a lawyer you can trust about how to craft the right trust for you.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more