trust
May 24, 2019
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…
June 15, 2018
Finding the Right Fit: Questions For Prospective Wills and Trusts Attorneys
It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate…
May 4, 2018
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything — including how you approach your finances…
February 23, 2018
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories…