by admin | Nov 8, 2021 | Estate Planning
Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and...
by admin | Nov 3, 2021 | Estate Planning
Whether you are married or not, if you are involved in a committed partnership with another individual, estate planning is about so much more than planning for death—it’s about planning for life and ensuring your beloved will be protected and provided for no matter...
by admin | Oct 28, 2021 | Estate Planning
Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s the way to ensure your beloved will be protected and provided for in the event of your death or incapacity....
by admin | Oct 27, 2021 | Taxes & Wealth Preservation
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts, which are the far more commonly used...
by admin | Oct 26, 2021 | Trust Administration
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose...
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