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...
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,...
