August 10, 2021 •
Estate Planning ![]()
If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do so. This legal document can also be beneficial in other situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
Read MoreJuly 31, 2021 •
Estate Planning 
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read MoreApril 6, 2021 •
Estate Planning ![]()
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Read MoreMarch 18, 2021 •
Estate Planning ![]()
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read MoreMarch 2, 2021 •
Estate Planning ![]()
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Read MoreNovember 30, 2020 •
Estate Planning ![]()
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Read MoreAugust 17, 2020 •
Estate Planning ![]()
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 14, 2020 •
Estate Planning ![]()
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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