Estate Planning | TVAMP
Protect Your Assets With a Trust

Protect Your Assets With a Trust

Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone to transfer the legal title of an...
Just Married: Newlywed Estate Planning Cheat Sheet

Just Married: Newlywed Estate Planning Cheat Sheet

Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect your spouse as the new beneficiary or transfer on death...
ABC’s of Funeral Planning

ABC’s of Funeral Planning

Smart, forward-thinkers who want to be ready for all of life’s milestones must think about the last one; planning and paying for their funeral. While not the most pleasant of subjects, it’s important to consider all the options for the event and address how it will be...
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...
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