Estate Planning
Estate planning can feel overwhelming. But a revocable trust might be the first advanced step in your overall plan. At Glassman Wealth Services, we frequently collaborate with our clients’ legal…
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You’ve done the hard part: You’ve met with your financial advisor and your estate attorney and had the conversations necessary to create a gleaming, watertight, comprehensive estate plan. But have…
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Choosing the right trustee for your estate is a decision that helps shape your legacy. It’s not just about paperwork or legal jargon or checking boxes off a list; it…
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Imagine you’ve paid thousands of dollars to meet with an attorney and sign a will, but when you pass away, your intentions are not followed—and the wrong people inherit your…
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Imagine a family with a sizable net worth. They’ve worked hard for their money and want to make sure that every cent possible is passed to their children without being…
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Many of our clients are passionate about charitable causes while also maximizing the tax benefits of their giving. If this matches your philosophy, then a Donor-Advised Fund (DAF) is a…
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This article was originally published on Forbes on June 12th, 2019. As a tech-savvy individual, you know the importance of having unique passwords and not re-using the same passwords…
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This article was originally published on Forbes on September 9th, 2018. There’s a mistake families at every level of wealth often make when they go through their estate planning process,…
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The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition. Prior to 2018, 529 funds could only be used to…
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Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on March 23, 2017. One of the pieces of Donald Trump’s campaign platform that attracted a lot…
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