Do you have an estate plan in place? If you don’t, you will need to create the proper documents to ensure that your assets will be divided as you intended after you pass away. Read through some common questions about wills and living trusts, as well as what can happen if you decide not to create an estate plan.
Continue reading “Living Trusts, Wills, and the Consequences of Not Having Either” →
While there is nothing in life that is guaranteed but death and taxes, estate planning is a way to position yourself to be ready for both. It allows you to reduce the amount of taxes your estate and heirs will be responsible for and ensures your wishes are taken care of following your death.
There are certain circumstances that may benefit from a Special Needs Trust. What is a Special Needs Trust, and do you need one? Here is some information to help you decide. Continue reading “Do You Need to Set Up a Special Needs Trust?” →