Estate Planning | TVAMP
A Business “Will” can Go a Long Way

A Business “Will” can Go a Long Way

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued...
Charitable Giving

Charitable Giving

  Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Charitable giving can play an important role in...
Naming Beneficiaries: What You Need to Know

Naming Beneficiaries: What You Need to Know

  One of the most important issues in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan...
Adding a Personal Backup With a Living Trust

Adding a Personal Backup With a Living Trust

  The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you...
Estate Planning Checklist

Estate Planning Checklist

  Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings. Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan...
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