What Is a Residuary Clause and Why Is It Important?

Posted by James M. Kreitler | Mar 22, 2024 | 0 Comments

When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including a residuary clause, you can intentionally disburse any remaining items inadvertently left over during the es...

Swedish Death Cleaning

Posted by James M. Kreitler | Dec 22, 2023 | 0 Comments

How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, the typical US house is stuffed to the brim with items of questionable utility. On occasion, we may commit to decluttering, only to get ...

How Far in Advance Can I Begin My Estate Planning?

Posted by James M. Kreitler | Nov 17, 2023 | 0 Comments

You can create your estate plan at any time, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone else to manage your affairs during your lifetime.  When Should Y...

Four Things Your Spouse Should Know Before You Die

Posted by James M. Kreitler | Oct 19, 2023 | 0 Comments

It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. According to one study, half of all couples fail to discuss their dying wishes.  Death is final for t...

SECURE 2.0 Act

Posted by James M. Kreitler | Oct 13, 2023 | 0 Comments

How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required ...

Have You Chosen the Right Trustee?

Posted by James M. Kreitler | Oct 05, 2023 | 0 Comments

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust is an agreement between an owner of accounts...

Have You Thought Through Your Retirement Plans?

Posted by James M. Kreitler | Sep 29, 2023 | 0 Comments

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you have fully thought through this ...

You Can Benefit from Giving Gifts

Posted by James M. Kreitler | Sep 15, 2023 | 0 Comments

A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting a comprehensive estate plan, we can address these concerns and protect high net worth clients an...

Why You Want to Avoid Intestacy

Posted by James M. Kreitler | Aug 11, 2023 | 0 Comments

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money and property are distribu...

Trust Funding: Setting Your Trustee Up for Success

Posted by James M. Kreitler | Aug 03, 2023 | 0 Comments

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn't end the estate planning process: To work prope...

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