by Torzewski & McInerney, LLC | Dec 14, 2023 | Estate Planning
Estate planning is an important aspect of managing your assets and allowing for a smooth transition of wealth to future generations. To prevent disputes among family members, you should approach estate planning with foresight and open communication. Preventing...
by Torzewski & McInerney, LLC | Nov 30, 2023 | Estate Planning
Your will is likely one of the first documents you created during the estate planning process. This document allows you to designate beneficiaries for your assets and if you have minor children, name a guardian for them. Ensuring your will reflects your current wishes...
by Torzewski & McInerney, LLC | Oct 17, 2023 | Estate Planning
According to CNBC, 67% of people in the U.S. do not have an estate plan. Estate planning is an important step in securing your financial legacy and ensuring those left behind carry out your wishes after your passing. Failing to engage in proper estate planning can...
by Torzewski & McInerney, LLC | Oct 9, 2023 | Estate Planning
When your estate planning goal is to protect your assets and secure your loved ones’ futures, you would want to have as much of your estate to pass down to your heirs. Unfortunately, impending deductions, such as inheritance taxes, may reduce a significant portion of...
by Torzewski & McInerney, LLC | Jul 28, 2023 | Estate Planning
Managing your assets after you pass away is integral to estate planning. If you are charitable, you may want to consider giving back to your community after you pass. One way to do this is by establishing a charitable trust. This type of trust can reduce some taxes...
by Torzewski & McInerney, LLC | Jun 22, 2023 | Estate Planning
One of the most important parts of getting your estate in order is choosing who you want as your executor. Thinking about your family and friends can give you important clues about whether or not they would fulfill this role well or not. By learning more about the...