Wills, Trusts, & Estate Planning
We find most people use the word “Will” to refer to the concept of Estate Planning—not the actual Will document. Although people are surprised when they realize this, it makes …
YES, You Need a Trust
Saying Trust is like saying car, there are thousands of types of makes, models, and features. A Revocable Living Trust is one of the most common trust types and the …
The Pros & Cons of Wills & Trusts
Do you need a Will or a Trust? Not only is understanding the plan you put in place vital, but it’s also important to understand the pros and cons between …
What the New Year Means for Your Tax Bill (1 Minute)
It’s that time of year again … (no, not the time when we decide what sparkly top or tie we want to wear on new year’s…mine is gold and will …
Stop Putting Your Children’s Money into Savings: The Power of a Minor’s Trust
Putting your child’s money or gifts into a savings account is LOSING them money. Money that could be used for college, trade school, their first car, a down payment on …
FAQ: Special Needs Trusts
Planning for a loved one with a disability or special needs takes extra care and precaution. You want to ensure their needs are met and they are well-cared for, but …
Do I Need a Will or Trust?
Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace …
Is the IRS on the Naughty or Nice List?
It is that time of year again. No, not the time we all start thinking about our January workout schedule (my mother’s banana bread is worth every step on that …