Estate Planning
Post Archive
Don’t Give Up On Your GRATs For Estate Planning!
This article was originally published on September 14th, 2016, and updated as of July 18th, 2018. Effective estate planning is often a long, ongoing process, and it doesn’t happen overnight. It’s difficult to remain focused on the long term benefits of different strategies, especially when they don’t work 100% of the time. One strategy we often…
Read MoreWhen to Adopt an Adult as an Estate Planning Strategy
For many, the idea of legally adopting another adult sounds like an odd concept. Under what circumstances could something like that actually make sense? In reality, there are a variety of scenarios where one might consider adult adoption. Some cases include if you want to formalize a family relationship or care for someone of diminished…
Read MoreEstate Planning Basics: How to Prepare When Meeting with an Estate Planner
One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want to delay this task until the future; however, spending time to address this subject in advance may provide significant wealth savings, avoid future issues among…
Read MoreThree things you need besides a will – and why you need a will too!
At Glassman Wealth Services, we advise our clients on a broad range of financial issues, as well as managing their investments. We think it’s just as important because clients make critical financial decisions for their families all the time. Many of these issues are complicated and they rely on us to provide answers and resources.…
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