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Reducing Your Taxable Estate
While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...
Estate Planning: How to Avoid Probate
What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the remainder of the estate to their...
5 Key Estate Planning Tips
Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated? Establishing an estate plan...
Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning
The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some thoughts about demystifying trusts and estate...
