Estate Planning for Couples
Successfully sharing money with another person doesn't happen automatically. Whether you are recently married for the first time, remarried or have been together for many years, it's important to have compatible answers to these important questions.
Trusts are versatile estate planning tools, but for maximum benefits, your trust should be drafted precisely to fit your wishes and goals.
A solid charitable gifting plan could be the best way to circumvent those taxes that can eat up your estate.
If you are looking for a way to provide income to a loved one for life and ensure your wishes are carried out, find out more about a QTIP trust.