by Independent Financial Services | May 24, 2022 | Estate & Giving
Financial planning and estate planning are generally focused on maintaining your own financial stability, preparing for retirement, and ensuring that your intended heirs are taken care of after you have passed away. However, many people are also interested in making a...
by Independent Financial Services | May 10, 2022 | Estate & Giving
Estate planning for many people is mostly about making sure the future generations are taken care of. There are various methods for doing this through an estate plan. One effective option is through utilizing some type of trust-based strategy. If you are looking to...
by Independent Financial Services | Apr 26, 2022 | Estate & Giving, Tax Planning
Nobody knows when it will be time for life to end. Although it may not be a pleasant thing to think about, it is important you do what is necessary to prepare your estate for administration upon your death. You will want to make sure your loved ones are taken care of....
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...
by Independent Financial Services | Dec 7, 2021 | Estate & Giving
There are many ways to create an effective estate plan. Finding the best estate planning strategy that conforms to your specific circumstances and objectives is essential. Most estate plans will use either a trust or a will to accomplish this. If you are looking to go...
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