Your estate consists of your assets (money, real estate, and belongings). Your estate also includes your debts, expenses, and unpaid taxes. Once you pass away, someone must take charge of your estate and settle your affairs.
The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings.
Welcome to the tenth episode of the Paragon Podcast. Hit the play button to hear us discuss the essential estate planning documents every person should have in place.
Establishing the appropriate trust is an integral part of any estate plan. Having the appropriate trust in place can provide the advantages of avoiding probate and unexpected tax consequences while possibly helping to reduce the size of your overall estate. In addition, establishing a trust allows for your intended wishes to be followed in caring for your heirs.