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Posts Tagged ‘Estate Planning’

Choosing Fiduciaries – Four Key Roles

By Joseph Fournier | April 28, 2022

Here are four key roles you will need to fill when choosing fiduciaries:

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Estate Planning-Four Numbers to Keep in Mind

By Joseph Fournier | April 21, 2022

Families are heavily incented to plan around the estate tax and maximize the use of available exemptions. Here are four numbers to keep in mind for 2022:

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Four Things to Know About Living Trusts

By Joseph Fournier | March 24, 2022

A will is often an individual’s first estate planning tool, but it should not be the only item on your planning to-do list.

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Estate Planning for Digital Assets (Part 3) – RUFADAA

By Joseph Fournier | March 10, 2022

This blog is Part 3 in a series of articles addressing estate planning for digital assets. Here are four things to know about the RUFADAA:

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Estate Planning for Digital Assets (Part 2) – Four Reasons to Plan Now

By Joseph Fournier | March 8, 2022

Here are four important reasons to plan now for fiduciary access to your assets:

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Estate Planning for Digital Assets (Part 1) – Four Things to Do Now

By Joseph Fournier | March 3, 2022

Here are four steps you can take now to begin properly planning for your digital assets:

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Choosing Fiduciaries – Four Key Roles

By Joseph Fournier | February 17, 2022

Here are four key roles you will need to fill when choosing fiduciaries:

Read More

Estate Planning – Four Numbers to Keep in Mind

By Joseph Fournier | February 3, 2022

Families are heavily incented to plan around the estate tax and maximize the use of available exemptions. Here are four numbers to keep in mind for 2022:

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Basic Estate Planning – Four Considerations

By Joseph Fournier | January 18, 2022

It is essential for anyone with children and anyone who has any assets to distribute, regardless of age or income level, to have basic estate planning documents in place.

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Four Things to Know About Making Lifetime Gifts – Part 2

By Joseph Fournier | January 6, 2022

Making lifetime gifts is an excellent strategy to minimize overall estate taxes.

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