Archive Monthly Archives: November 2019

3 Reasons to Update your Estate Plan

Financial Planner Westport, CT

Have you ever wondered how you would know if it’s already time to update your Estate Plan? How you would know if it’s time to update your Estate Plan: -Estate Plan should be updated for the only reason around, Change. If everything is the same like nothing changes, there’s nothing to do with it. From […]

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Strategy to avoid estate tax and protect your wealth

Importance of Irrevocable Trust to avoid estate taxes and protect your wealth You should know how to recognize what solutions are available to help you mitigate and eliminate potential estate exposure. What is an Irrevocable Trust? -a separate legal entity that holds your assets that can be potentially be protected from creditors and estate taxes. […]

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Who needs a revocable trust?

Investment Management Westport, CT

Revocable Trust should be the Centerpiece of your Estate Plan Here is something most people often got overlook in the financial world, no matter what level of wealth you have, whether you have massive wealth or you’re just starting to accumulate wealth a Revocable Trust should sit at the center of every estate plan. A […]

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