Gold Leaf Estate Planning
Blog Articles and Resources

3 signs you need a trust

3 Signs You Definitely Need a Trust (and Not Just a Will)

Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…

Read More »
Life Insurance and Estate Planning

Life Insurance and Estate Planning

Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…

Read More »
Donor-Advised Funds

How Do I Use Donor-Advised Funds?

This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.

Read More »
estate planning blog
Join Our eNewsletter
Subscribe to our FREE eNewsletter resource and get monthly article updates
request estate planning consultation
Request a Consultation
Request to Speak With Attorney Zach Wiegand Today

Client Success Stories