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 | 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 | 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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