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...
by Independent Financial Services | Oct 21, 2021 | Estate & Giving
There are many things you may need to learn if you are looking to start creating an effective estate plan. This will include aspects related to how to distribute your assets once you have passed away. You will also need to choose your preferred beneficiaries to your...
by Branden Sears | Oct 14, 2021 | Estate & Giving
Many people neglect considering life insurance as a part of their estate plan. Although each estate plan should be tailored to your specific circumstances, everybody should at least take life insurance into consideration. Obtaining life insurance can make things...
by Independent Financial Services | Oct 7, 2021 | Estate & Giving
Estate planning often gets put off until later in life and many don’t start thinking about it until they are close to retirement age. Unfortunately waiting so long can limit your options and make it harder to manage your estate the way you would prefer. Worse, not...
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