financial planning news & resources
News & Resources
Unbiased, independent financial planning news and resources to help guide you in your financial planning journey.
Benzinga recognizes Squam Lakes Financial Advisors as New Hampshire’s Best Comprehensive Planning firm
The takeaway here should be the value of using a Credit Shelter Trust as a tool in our planning. Does it play into every estate plan? Of course not. Should it be a consideration? Absolutely. As planners, we need to understand when and where it “may be” appropriate.
Unbeknownst to most financial advisors is the value of a “Disclaimer Trust.” In the world of estate planning documents, a Disclaimer Trust is a form of a Credit Shelter Trust.
In the process of estate planning, one of the key decisions is establishing a revocable trust or a will that includes a trust. But what exactly is a trust? Like a will, a trust lays out instructions for the distribution of assets.