by admin | May 13, 2021 | Succession, Trust, Will
Even though planning your estate isn’t an enjoyable job it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind. With a bit of careful planning, your heirs can avoid having to pay estate taxes and federal taxes...
by admin | Oct 13, 2020 | Succession, Trust, Will
“I know my rights!” That is one of those phrases we all like to have in our arsenal if we get into a struggle, particularly with the government or a financial institution. But another phrase that is just as appropriate, especially when it comes to the rights that the...
by admin | Apr 29, 2020 | Trust
A. Living Trusts As you know, a living trust is a legal arrangement where a person, called the “grantor,” places his assets into a trust during his lifetime. The trust is administered by a “trustee” for the benefit of the trust’s...
by admin | Mar 13, 2019 | Liability Insurance, Taxes, Trust, Will
Have you ever wondered what would happen to your assets if you were sued, in a car accident and it was your fault or if you became disabled or even died? Most people consider this question but do very little about taking the necessary steps to protect their assets....
