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How Legacy Planning and Estate Planning Go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings following someone’s death, while...
What Happens When a Trustee Dies? Establishing a trust can be an effective way to transfer assets to your loved ones upon your death while also saving on taxes and protecting your family’s privacy. So, what exactly happens to the trust when you, the trustee, die?...
Five Tips for Securing Your Estate Plan Does planning for the “Great Beyond” give you a case of the heebie jeebies? If the answer is yes, then you certainly aren’t alone. We all put off unpleasant tasks, but I’ve found most clients who commit to answering a few...
Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. Special Needs Trustees typically take care of important tasks like the following: managing day-to-day operations of the...
I don’t know if it’s just me, but it feels like gift giving is more complicated than it should be. Trying to think of a creative, personal gift at least twice a year really stretches the brain. Plus, this year we apparently aren’t going to be able to rely on our...
Using Your Savings to Make a Lasting Impact I work with many couples who are in their golden years and living securely in retirement. After successful careers and a lifetime of smart financial decisions, they now have a significant nest egg and they need to consider...
The Importance of Legacy Planning
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Trustee Succession Provisions
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Is Your Estate Plan in Order?
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How to Choose a Special Needs Trustee: 5 Considerations
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The Rules of Gifting for the Season of Giving
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Gifting Strategies for Spending Down Assets
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Estate Planning for Digital Assets
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Spousal Lifetime Access Trusts (SLATs)
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7 Reasons to Establish a Special Needs Trust
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It’s Raining CRATs and Dogs
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Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021