Revocable vs. Irrevocable Trusts: What Each One Does Trusts & EstatesWealth Strategies November 12, 2026 Revocable vs. Irrevocable Trusts: What Each One Does Trusts can serve different purposes. A revocable trust is usually about control and continuity. An… NewEra Wealth Advisors Love0
Choosing a Trustee: Family Member, Corporate Trustee, or Both Trusts & EstatesWealth Strategies November 12, 2026 Choosing a Trustee: Family Member, Corporate Trustee, or Both Choosing a trustee is not a formality. This is the person or institution your family… NewEra Wealth Advisors Love0
Lifetime Gifting and Using Your Estate Tax Exemption Trusts & EstatesWealth Strategies November 12, 2026 Lifetime Gifting and Using Your Estate Tax Exemption Giving assets during your lifetime can help someone today and move future appreciation out of… NewEra Wealth Advisors Love0
Life Insurance and Your Estate: How an ILIT Works Trusts & EstatesWealth Strategies November 12, 2026 Life Insurance and Your Estate: How an ILIT Works Life insurance can help provide for family members and make cash available after a death.… NewEra Wealth Advisors Love0
Beneficiary Designations and Account Titling: The Most Common Estate Plan Gap Trusts & EstatesWealth Strategies November 12, 2026 Beneficiary Designations and Account Titling: The Most Common Estate Plan Gap A well-written will or trust can still produce an unexpected result if the beneficiary forms… NewEra Wealth Advisors Love0