Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Wisconsin Estate Tax: Everything Residents Need to Know
Wisconsin doesn’t impose a state estate or inheritance tax, but federal tax rules may still apply. Learn how Wisconsin inheritance laws work and what to consider when planning your estate.
· 11 min read
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Are Cash Gifts Taxable?
Giving money to someone you love shouldn't come with a side of tax anxiety. Learn how IRS gift tax rules work, including the annual exclusion, lifetime exemption, and common tax-free gift exceptions.
· 19 min read
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How to Get a Durable Power of Attorney in California
Whether in Sacramento or San Diego, you’ll follow the same general process to get a durable power of attorney. Follow these 5 steps to create yours.
· 10 min read
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What Is a Step-up in Basis, and How Can It Help You at Death?
A step-up in basis can reduce capital gains taxes on inherited assets. Learn how it works, which assets qualify, and how estate planning can help preserve wealth.
· 16 min read
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Trusts for Minors: How You Can Secure Their Financial Future
A trust for minors can protect your child’s inheritance and guide how their assets are managed. Learn about trust types, benefits, setup, and common mistakes.
· 10 min read
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What Is a Spendthrift Trust and How Does It Work?
A spendthrift trust can protect an inheritance from creditors and irresponsible spending. Learn how they work, their benefits, limits, and state laws.
· 13 min read
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Medicaid Asset Protection Trust: Protecting Your Home From Medicaid
Learn how a Medicaid Asset Protection Trust can protect your home, preserve assets, and support Medicaid planning for future long-term care.
· 9 min read
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Estate Planning vs. Will: What Americans Need to Know Before Choosing
A will is an important part of future planning, but is it enough? Learn the key differences between a will and an estate plan, what each covers, and how to decide which approach best protects your assets, wishes, and loved ones.
· 7 min read
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How to Get an Emergency Power of Attorney
What happens if an emergency leaves you unable to make decisions? Understand your POA options and how planning ahead can help your loved ones act when you need them most.
· 18 min read
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Power of Attorney: California Requirements, Types, and Uses
A power of attorney can help you authorize someone you trust to make financial, medical, or legal decisions on your behalf. Discover the various types of powers of attorney in California, including state-specific requirements, and learn how to get one.
· 17 min read
