By Cindy McLagan, EA The overwhelming emotions you may experience after losing a loved one are difficult enough. Add in the task of handling their personal affairs, and the situation can begin to feel downright discouraging and intimidating. To help you through the process, I’ve assembled a list of tasks you can use as a […]
3 Must-Have Professionals for Your Estate Planning Team
By Cindy McLagan, EA Estate planning is the process of determining what will happen to your funds, assets, and general finances after your death. While it may not be the most pleasant thing to think about, JAK estate planning services helps ensure your wishes are carried out in the future. A wise first step is […]
Which Type of Trust is Best for You?
By Cindy McLagan, EA If you’re looking for a way to minimize gift and estate taxes, creating a trust could be a solution. Many types of trusts exist, and each has a specific purpose. The type you choose—as well as how it’s created—will depend on what you’re trying to accomplish. Although establishing a trust requires […]