by Peter Jay | May 2, 2022 | Irrevocable Trust
When it comes to estate planning, many people are familiar with revocable living trusts as a tool for avoiding probate and managing assets. But another powerful estate planning tool is the irrevocable trust—a type of trust that offers distinct benefits, particularly...
by Peter Jay | Apr 4, 2022 | Estate Taxes, Tax Planning
Estate planning isn’t just about distributing your assets when you’re gone; it’s also about making sure that your loved ones don’t lose a significant portion of your estate to taxes. While the estate tax may seem like something that only applies to the super-wealthy,...
by Peter Jay | Mar 1, 2022 | Financial Power of Attorney, Power of Attorney, Springing Power of Attorney
Estate planning is often thought of as a way to ensure that your assets are distributed according to your wishes after you pass away. While that is a critical component, it’s not the only part of the equation. One of the most important—but often overlooked—elements of...
by Peter Jay | Feb 7, 2022 | Revocable Living Trust
When most people think about estate planning, they imagine creating a will that outlines who gets their belongings after they pass away. While a will is an essential component of an estate plan, there’s another powerful tool that can offer even greater benefits: a...
by Peter Jay | Jan 3, 2022 | Estate Planning
When it comes to estate planning, many people think it’s only necessary for the ultra-wealthy or those with complicated assets like multi-million dollar businesses, real estate portfolios, or inherited wealth. But the truth is, estate planning is for everyone,...
