Recent Posts
As we age, the need for assistance with daily activities becomes a reality for many. Long-term care insurance (LTCI) is a proactive way to prepare for such needs, offering financial…
When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. These designations determine who will receive your assets—such as retirement accounts, life insurance policies, and…
When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of…
If you have been asked to serve as a trustee, chances are you were initially flattered by the request. After all, it is quite an honor—a parent or loved one…
At Axis Estate Planning, we understand that for those who have spent years curating a collection of art, antiques, or rare items, passing it on requires more than just a…
As the year draws to a close, it’s the perfect time to review your estate plan and ensure it’s still aligned with your goals and the latest tax laws. Proactive…
It is a daunting task to prepare for your child to go to college. Now that the enrollment deposit has been paid, the dorm application is complete, and you’ve purchased…
In our previous blog, we discussed the general challenges of estate planning for blended families and why careful planning is essential. Now, let’s delve into specific types of trusts that…
