Your estate plan should be viewed as part of a holistic long-term financial plan. It is important to prepare for each stage of life. There are the active retirement years that many people look forward …
Estate Planning
Summer Estate Planning Seminar Series Continues
Estate planning is a must for all responsible adults. Unfortunately, studies show that most Americans do not have a comprehensive estate plan in place. One of the reasons why people do not plan ahead …
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What Is a QTIP Trust?
In an estate planning context, the acronym QTIP stands for a qualified terminable interest property trust. In this post we will look at the value of the QTIP trust. Protecting Children From …
What Is a QDOT?
In an estate planning context, the acronym QDOT stands for a qualified domestic trust. This type of trust can be valuable if you are a wealthy United States citizen who is married to a citizen of …
What Is the Difference Between a Revocable Living Trust and a Medicaid Trust?
In the field of estate planning there are numerous different types of trusts that can be utilized. There is no one-size-fits-all trust. If a trust is called for, the optimal choice will depend on the …
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