All Wealth Planning Content

Making Sense of Spousal Trusts

Carlo Lombardi |
Wealth Planning
Spousal-Trusts-NC.jpg

One of the most effective ways to provide for your spouse after your death is through the use of what is commonly called an “A/B” trust arrangement, or a spousal trust.This type of trust not only provides a financial resource for your spouse, but it also assures that your assets are ultimately distributed according to your wishes.It is also designed to ensure that your heirs do not incur any more estate taxes than are absolutely necessary.

Read More...


The Importance of a Will

Wealth Planning
Importance-of-a-Will-NC.jpg

A will allows you to select the individuals who will receive what you own when you die.A will includes specific directions on how you wish your estate to be distributed after your death, including provisions for any tangible personal property that you may own.If you don’t have a will in place, you can’t select the recipients of your property and the state you reside in will determine how your property is divided.

Read More...