by Jason Sechrist | Oct 5, 2023 | estate
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things. If you’re like most Americans, you don’t have a documented estate plan. A 2023 survey by Law Depot revealed...
by Robert Sechrist | Sep 11, 2023 | estate
Estate planning isn’t just for the rich and famous. When James Brown died in 2006, his will left most of his estimated $100 million estate in a charitable trust that would fund scholarships for disadvantaged children. But because the estate became mired in...
by Robert Sechrist | Jul 24, 2023 | estate
Failing to plan how to distribute your assets can be disastrous. Our expert explains why, and the four key questions you need to ask yourself. Over the next few decades, Americans are expected to pass down trillions of dollars to family members and other...
by Jason Sechrist | Jul 20, 2023 | estate
Estate planning is the process of arranging who will receive your assets when you die. One goal of estate planning is to make sure your wealth and other assets go to those you intend to receive them — and not to others — with a particular emphasis on minimizing taxes...
by Robert Sechrist | Apr 10, 2023 | blog, estate
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary...
by Jason Sechrist | Mar 16, 2023 | estate, retirement
The benefits of tax-advantaged retirement accounts like 401(k)s and IRAs are widely discussed. But don’t overlook your client’s taxable brokerage account. Free from age and income restrictions and other rules that apply to tax-advantaged vehicles, taxable accounts...
