by lportee53 | May 29, 2024 | Estate Planning
Grantor Retained Annuity Trusts (GRATs) Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including older tools. You...
by calford | Feb 21, 2024 | Estate Planning, Financial Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by cambridgesourcesites | Oct 11, 2023 | Estate Planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crossroads...
by cambridgesourcesites | Jul 20, 2023 | Estate Planning
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.” Most people don’t spend too much time...
by cambridgesourcesites | Jun 29, 2023 | Estate Planning
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives....
by cambridgesourcesites | Jun 22, 2023 | Estate Planning
An overview of some fundamental steps when a loved one passes. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of...
