Estate planning involves protecting your assets and ensuring a smooth transfer to loved ones. Trusts offer a valuable solution, allowing control over assets and safeguarding them from creditors. By passing assets through trusts, you can minimize tax liabilities. This article discusses creating an effective estate plan that enhances your gift to future generations. New York Life does not provide tax or legal advice.
SMRU 5728566 | Exp. 5/30/2025
Did you know that certain non-probate assets – such as retirement plans, life insurance proceeds, and annuities – may not be controlled by your will or trust? In this short video, Winstead PC attorney John Bergner explains how integrating non-probate assets with the assets your will does govern is an important component to controlling the disposition of your estate, avoiding your assets passing to unintended beneficiaries, and making sure your intentions will be realized.
SMRU 1866308 | Exp. 5/27/24
Limiting liability for a small business has never been more important. This article, from The Nautilus Group®, describes basic strategies business owners can consider in order to protect both their personal and their business assets, while growing the business.
SMRU 1862584 | Exp. 3/3/24
It’s a whole new world for estate planning – from an all-time high estate tax exemption that may soon be cut in half (without further action by Congress), to the prospect of higher taxes, larger inheritances, complicated family dynamics, rising rates of divorce and litigation, and electronic data – the list goes on and on. In this environment of uncertainty, estate planning attorney Marvin Blum provides these 10 questions that clients and their planners can explore to identify clients’ most pressing needs in this rapidly changing estate planning environment.
SMRU 1928493 | Exp. 2/4/24
Did you know that the way your assets are titled can either weaken or strengthen your overall asset protection? In this short video, Nautilus CVP Kathryn Rodgers explains how assets should be titled to provide a greater level of protection from creditors, forced liquidations, and ex-spouses.
SMRU 1673638 | exp. 4/29/24
How can business owners best protect their families and lifestyle?
SMRU 1907019 | exp. 7/20/23