Posts Tagged ‘Estate Planning’
Four Things to Know About Making Lifetime Gifts – Part 2
Making lifetime gifts is an excellent strategy to minimize overall estate taxes.
Read More
Utilizing a Gifting Strategy for Your Estate – Four Things to Consider
Maximizing the use of the annual gift tax exclusion is one of the most effective estate tax saving techniques available to most taxpayers.
Read More
Four Things to Know About Living Trusts
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.
Read More
Choosing Fiduciaries- Four Key Roles
Here are four key roles you will need to fill when choosing fiduciaries:
Read More
Estate Planning – Four Top Planning Techniques
This blog contains a brief summary of four important estate planning techniques for you and your family to consider.
Read More
4 Myths Associated with Estate Planning
Joe Fournier attempts to clear up four common myths we hear often about estate planning, including when is “too early” to get started.
Read MoreEstate Planning – Need help choosing a Fiduciary for your Estate Plan?
Do you need help selecting the right administrator for your estate plan? Joe Fournier discusses tips that will help you choose the right fiduciary!
Read MoreEstate Planning – Four reasons why you SHOULD provide Full Disclosure!
Joe Fournier explains why full disclosure to your family in advance while you’re preparing your estate plan is an important step.
Read MoreEstate Planning is for Everyone
Estate planning is not just for the wealthy! Find out how Fournier Legal Services can help you start planning now!
Read More
Basic Estate Planning – 4 Considerations
Joe Fournier covers 4 basics of estate planning: guardianship clause, divorce clause, revocable trusts, and elder care considerations.
Read More