Articles

What is a Grantor vs Non-Grantor Trust?

What is a Grantor vs Non-Grantor Trust?

One of the many factors to consider when setting up a trust is whether to make it a grantor trust or a non-grantor trust. While a grantor trust is more common, a non-grantor trust can be useful in certain circumstances. 

Why Small Business Owners Need an Estate Plan

Why Small Business Owners Need an Estate Plan

Succession planning for small businesses can avoid problems for your business and your family. Consider tax planning, trusts, buy-sell agreements, and life insurance. Estate planning includes review of wills, powers of attorney, and medical directives.