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3 Ways You Can Benefit From Incorporating Charitable Donations In Your Legacy Plan
You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....
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Sabine Franco
- Jun 15, 2022
- 2 min
How does administration of a will work?
This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...
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Sabine Franco
- Jun 15, 2022
- 6 min
Planning Your Legacy 101: Wills vs. Trusts
When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...
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Sabine Franco
- Jun 15, 2022
- 2 min
Can I leave my 401(k) to my minor children when I die?
Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...
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Sabine Franco
- Jun 15, 2022
- 2 min
Should I leave money for my child with special needs in my will?
This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...
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Sabine Franco
- Jun 15, 2022
- 3 min
Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...
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Sabine Franco
- Jun 15, 2022
- 7 min
Preventing Family Conflict And Disputes Over Your Legacy Plan
It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....
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Sabine Franco
- Jun 15, 2022
- 3 min
Why You Need a Trust - Even if You Aren't Rich
Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...
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Sabine Franco
- Jun 15, 2022
- 6 min
Just Married? 6 Estate Planning Essentials for Newlyweds—Part 2
As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...
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Sabine Franco
- Jun 15, 2022
- 6 min
JUST MARRIED? 6 Estate Planning Essentials for Newlyweds Part 1
Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...
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