by Peter Jay | Mar 24, 2025 | Estate Planning, Estate Taxes, Portability, Tax Planning
Understanding Estate Tax Benefits for Married Couples Vault Estate Planning | www.vaultestateplanning.com When planning your estate as a married couple, there are two powerful tools that can help you reduce or eliminate federal estate taxes: Portability and the...
by Peter Jay | Jun 18, 2024 | Estate Planning, Last Will and Testament, Revocable Living Trust
Estate planning is a crucial aspect of personal financial management, yet it is often overlooked or misunderstood. Many people believe estate planning is only for the wealthy or the elderly, but the truth is that it is essential for everyone, regardless of age or...
by Peter Jay | Apr 4, 2024 | Estate Planning, Last Will and Testament, Revocable Living Trust
Estate planning is a crucial aspect of managing your personal finances and ensuring that your assets are distributed according to your wishes after your death. Two of the most common tools used in estate planning are the revocable living trust and the last will and...
by Peter Jay | Jul 11, 2022 | Charitable Giving, Legacy Planning
One of the most meaningful ways to leave a lasting legacy is through charitable giving. If you’ve spent your life building wealth, you may want to ensure that a portion of your estate supports the causes you care about even after you’re gone. Charitable giving allows...
by Peter Jay | Jun 6, 2022 | Beneficiary, Trustee
When you create an estate plan, whether it’s a revocable living trust, a will, or any other estate planning document, one of the most important decisions you’ll make is choosing the right trustee. A trustee is the person or institution you appoint to manage your...
