Comprehensive Tax & Legal Solutions

Estate Planning

3 key parts of an estate plan

Are you considering making an estate plan? An estate plan can help direct how your assets are handled after your passing. Before you make an estate plan, it can help to learn what you should include:  1. A will The most basic document of an estate plan is the will. A...

Tips on minimizing your estate tax burden

The tax implications of your estate plans should be a crucial consideration when planning for the future of your estate. Excessive taxes can reduce the value of your estate, leaving your heirs with significantly fewer assets to inherit. Fortunately, there are several...

What is a funeral trust?

A funeral trust is a financial arrangement allowing individuals to set aside funds for their own funeral expenses.  It is a type of trust specifically designed to pay for funeral-related costs, such as the funeral service, casket, burial, and other related expenses. ...