Creative Financial Solutions

I've said it before and I'll keep saying it: if you don't plan your estate, the State will plan it for you!
Planning your estate is an important part of a plan, and that includes protecting your loved ones against estate taxes after you're gone.
This from Financial Advisor Magazine discusses some great ways to protect your estate against taxes. Give it a read here:

https://www.fa-mag.com/news/how-trusts-can-be-used-to-counter-tougher-estate-taxes-61555.html?fbclid=IwAR1Crvi7qrlKOmWf2I9qInD1z8OvfvMF4W2qlU6DjsNcXL_3njloTeK-X2Y

How Trusts Can Be Used To Counter Tougher Estate Taxes Advisors are expecting the Biden administration to possibly lower the estate tax exemption.

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