Trusts Solve Client Needs and Add Value to Wealth Plans

Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of shapes and sizes, each particularly suited to a particular need. Some are for wealth accumulation while others are for wealth preservation, and still others are designed to protect future generations. You will see, [...]

By |2019-05-24T16:04:41+00:00May 24th, 2019|Estate Planning|0 Comments

Should You Disinherit a Child?

Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a child. There may be what the parents consider to be a legitimate reason: one child has been more financially successful than the others; not wanting a special needs child to lose government benefits; [...]

By |2019-05-17T14:10:35+00:00May 17th, 2019|Estate Planning|0 Comments

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

According to a  survey by, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear that most [...]

By |2019-05-03T13:50:27+00:00May 3rd, 2019|Estate Planning|0 Comments
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