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 | 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 | 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 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...
by Independent Financial Services | Oct 5, 2021 | Estate & Giving
Wills and Trusts are both legal documents that let you designate your heirs and pass down assets to them, but they don’t work the same way. There are important distinctions between a last will and a financial trust. Understanding the difference between a Will...
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