March 16, 2022 •
Estate Planning 
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Read MoreMarch 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreFebruary 24, 2022 •
Estate Planning 
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
Read MoreJanuary 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreJanuary 6, 2022 •
Estate Planning 
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
Read MoreJanuary 3, 2022 •
Estate Planning 
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
Read MoreDecember 16, 2021 •
Estate Planning 
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
Read MoreDecember 14, 2021 •
Estate Planning 
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
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