Estate-Planning Checklist: Must-Haves
Drawing upon RWA Wealth Partners’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves. Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead of picking up the pieces you…
Advanced Trusts: 4 Ways to Protect Your Estate
Traditionally, when we talk about estate planning tools, we focus on revocable trusts—an incredibly important and versatile wealth management tool. But that’s not the end of the story. In some cases, an irrevocable trust may be more appropriate for your needs. Today, we look at four types that can come in handy. Irrevocable Life Insurance Trust (ILIT). An ILIT is…
5 Critical Estate-Planning Must-Haves
Charitable giving allows you to have an impact on the world and reduce your taxable income—both are front of mind as the year draws to a close. Of course, not all giving approaches are created equal. Here are some advanced strategies that can pay dividends to you, your charity and your heirs. Charitable Bequests. The most direct…