2026 Enhanced Planning Guide
The document outlines key legal concepts related to trusts, estate planning, and gifting strategies. It distinguishes between revocable and irrevocable trusts, highlights the federal and state estate tax exemptions, and details essential documents like wills and powers of attorney. It also discusses inheritance tax, gifting guidelines, and the role of life insurance in estate planning, emphasizing the importance of strategic asset management.
Retirement Calendar
Using a Spending Plan is like having a map for your money. It helps you see where your cash goes and makes sure it's going where you want. You can save for fun stuff, and still have enough for important things. It's like being the boss of your money and making sure it works hard for you.