Estate & Tax Planning
The best time to start thinking about estate planning isn’t when you’re retiring. It’s right now. There’s no wealth requirement and no minimum age. An estate plan simply clarifies how you would like your assets divided up after you are no longer living. Your plan can always change, but without one in place, the state makes decisions on your behalf.
At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes. Our estate planning professionals are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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