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21 05, 2018

Revocable Living Trust: What You Need to Know

By |2018-05-21T18:04:17+00:00May 21st, 2018|Estate Planning|Comments Off on Revocable Living Trust: What You Need to Know

A revocable living trust is an essential aspect of any estate plan. Also known as a living trust, it is a legal entity created to hold personal and family assets. There are two parties involved in a living trust. They are the grantor, or trustmaker, and the trustee. Often, they end up being the same person. A revocable living trust goes through three phases which are outlined here.

16 05, 2018

Estate Planning is a Women’s Issue

By |2018-05-16T18:26:58+00:00May 16th, 2018|Women's Estate Planning|Comments Off on Estate Planning is a Women’s Issue

Estate planning issues usually have a larger impact on women than men because wives tend to outlive their husbands. Women are often younger than their husbands and have a longer life expectancy. As a result, the burden of estate administration usually falls on women.

20 04, 2018

Economic Review: First Quarter

By |2018-04-20T13:55:03+00:00April 20th, 2018|Stock Market Analysis, Taxes|Comments Off on Economic Review: First Quarter

The first quarter of 2018 has been a rocky one, with volatility surging to levels not seen in several years, and investors awakened from the low-volatility environment of 2017. Read economic analysis from Stewardship Financial Advisors.

20 04, 2018

The Tax Cuts and Jobs Act of 2017

By |2018-04-20T13:57:51+00:00April 20th, 2018|Taxes, Taxes and Estate Planning|Comments Off on The Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act of 2017 was a landmark decision with implications for all taxpayers beginning in 2018. With the most significant changes since 1986, the law generally reduces income tax rates for the vast majority of Americans. This article breaks down the major tax changes taxpayers should plan for in 2018.

13 11, 2017

What is a Charitable Remainder Trust (CRT)?

By |2017-11-13T04:08:42+00:00November 13th, 2017|Wills and Trusts|Comments Off on What is a Charitable Remainder Trust (CRT)?

A Charitable Remainder Trust (CRT) allows a donor to transfer property to a trust, retaining the right to receive a stream of annual payments for a term chosen by the donor.

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