Use this estate planning checklist to organize family, beneficiary, liquidity, and professional-coordination questions after a major wealth change.
Explore how blended families can organize goals, beneficiaries, responsibilities, and family conversations before reviewing an estate plan with professionals.
Explore how business and family decisions connect to estate plans, and learn how financial, legal and tax professionals can coordinate their roles.
Cary Stamp, Forbes Best-In-State wealth advisor, presents a sophisticated estate planning strategy that produces income for the grantor while tax-efficiently turbocharging gifts to children and other family members. It’s called the Grantor Retained Annuity Trust (GRAT). VIDEO TRANSCRIPT: I’m Cary Stamp, I’m a Certified Financial Planner and an Accredited Estate Planner with Cary Stamp and…
Forbes Best-In-State wealth advisor Cary Stamp thinks it’s time for you to learn about a sophisticated and little-known estate planning strategy called the Qualified Personal Residence Trust (QPRT). There aren’t many reasons to literally give your house away — in fact this may be the only one! VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a…
Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…
I was given a new nickname this week. “Pops!” I became a grandfather. In response, I immediately let my imagination run wild and scoured the web for “tiny baseball mitts” and “really small golf clubs,” but my practical side reappeared and I thought: “what would be the most prudent action for a grandfather to take…
An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…
