Gold Leaf Estate Planning
Blog Articles and Resources

Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.

Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.

Estate Planning Unveiled: Navigating Trusts, Wills, Probate & Guardianship Did you know that if you don’t have your own estate plan, the state has one

Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you’re preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.

An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.

You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.

A Qualified Personal Residence Trust is a sophisticated estate planning tool that requires thorough understanding and professional guidance. Could a QPRT be a beneficial planning tool for your family?