by oakcrestuser | Jul 29, 2022 | Estate Planning
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
by oakcrestuser | Apr 29, 2022 | Estate Planning
U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of thousands of dollars in...
by oakcrestuser | Mar 4, 2022 | Estate Planning, Tax Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by oakcrestuser | Feb 24, 2022 | Estate Planning
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous relationships. Here are a few...
by oakcrestuser | Oct 1, 2021 | Business Planning, Education Planning, Estate Planning, Investing, Personal Finance, Retirement Planning, Tax Planning, Working with a Financial Advisor
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s...
by cambridgesourcesites | Jul 23, 2021 | Estate Planning, Insurance, Investing, Personal Finance, Retirement Planning
“If you could turn a million dollar estate tax liability into a $2 million gift to charity (or a $100,000 capital gain tax liability into a $250,000 gift to charity), who would you give that money to and what would you have them do with it?” Or, “If you could really...
