The estate planning process allows you to take control over what will happen to your assets after...
Articles
Can a Trust Help Me Reduce Taxes?
If you have a high-value estate, one of the main considerations of your estate planning might be...
What is an Irrevocable Trust?
An irrevocable trust is a specific category of trust with terms that cannot be changed or modified...
What is a Special Needs Trust? When is it Useful?
A special needs trust is an estate planning tool geared toward a person with special needs. It may...
Are there Drawbacks to a Living Trust?
Also known as a revocable trust, a living trust is a highly beneficial estate planning tool and...
The Impact of the SECURE Act on Retirement Plans
The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by...
What is the Difference Between a Will and a Trust?
Wills and trusts are two types of estate planning tools that are used to transfer assets to heirs...
4 Reasons to Create a Trust During the Coronavirus Pandemic
The COVID-19 pandemic has presented a few good reasons for many people to review their estate...