Category: Uncategorized

Introduction Estate planning involves taking inventory of what you own and preparing for those assets to be transferred to others in the proper way

Introduction A trust is something you can create while you’re alive to plan for your death. It can also be formed after death or

Introduction To Estate Planning Estate planning isn’t just for the wealthy. Having a plan set in place is a crucial part of financial planning

Introduction It’s a myth that trusts are only useful for wealthy individuals with large estates. In reality, a trust is a valuable estate planning

As our society continues to advance in technology, digital assets will play an increasingly larger role in our estates. Failure to account for these

Introduction A living will, also known as an advance healthcare directive, is a legal document that spells out your healthcare preferences, especially concerning end-of-life

Introduction Before you sit down with an estate planning professional, take some time to organize your thoughts and consider your needs. The documents that

Introduction The depth of your estate plan will hinge on the complexity of your unique situation, but generally speaking there are 5 estate planning

You already have an estate, whether you realize it not. Actually, almost everyone does. Your estate is made up of all that you own,

Introduction Think of a trust as a large box that can hold any number and assortment of assets. That includes cash, certificates of deposit,