Do you own a home? Have financial assets like stocks or savings accounts? Are concerned about what will happen to your minor children should you pass? Want to ensure your property is distributed in a certain order? If you answered…
Estate planning trusts can be one of the more valuable options available to administer an individual’s financial affairs during a disability or at their death. Clients have often found that a living trust is superior to other methods. Most individuals…
Do you have an IRA or 401(k)? You may want to consider a retirement trust as a part of your estate plan. A majority of Americans have some type of retirement account. A retirement trust allows you to manage those…
The legal process of divorce can be overwhelming emotionally, especially as it relates to the financial disruption that occurs with the divorce process. Each divorcing person has an interest in protecting their financial future-not just the near term, but also…
The new year brought new laws. One of the most highly publicized, and impactful new laws brought significant changes to the U.S. tax code. If you are an individual seeking divorce, a homeowner or potential home buyer, or a business…
The new year brings a renewed focus on opportunities and goals. Changing your real estate, preparing your estate plan, or beginning your dream business may be a few resolutions to add to your list. Our experienced team of professionals can…
What is a Trust? In estate planning, a trust is a written legal document whereby a relationship is established between the maker of the trust and another individual (trustee) for the ownership, control, and distribution of property for the benefit…