by Independent Financial Services | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning
When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will help minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax...
by Independent Financial Services | Mar 29, 2022 | Estate & Giving, Family & Lifestyle
Creating a special needs trust can be an effective way to provide financial security for disabled individuals and those with special needs. A special needs trust can be used to provide funds for essential life expenses of a disabled individual. This can include things...
by Independent Financial Services | Mar 3, 2022 | Estate & Giving, Uncategorized
Caring for a disabled child is usually not an easy task and can keep you constantly busy doing what it is you need to do to ensure your child’s basic needs are met on a daily basis. However, the financial needs of your disabled child is also an important concern you...
by Independent Financial Services | Feb 10, 2022 | Retirement Planning, Tax Planning
It is important to make preparations for when you inevitably pass away. Putting a comprehensive estate plan in place will make sure your assets will be distributed in a manner you desire. This means choosing your beneficiaries, who are the individuals and entities...
by Independent Financial Services | Jan 6, 2022 | Estate & Giving
A trust is a commonly used and effective method of planning for the administration of an estate. However, there are various types of trusts you can choose to utilize when creating an estate plan. You should be aware of the advantages and disadvantages of the different...
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