Misconceptions about Estate Planning

Misconceptions about Estate Planning

MISCONCEPTION 1: TRUSTS ARE ONLY FOR THE WEALTHY.  This couldn’t be further from the truth. Revocable Living Trusts offer a versatile and powerful way to manage your assets during your lifetime and ensure a smooth transition of wealth to your loved ones after...
What to consider when leaving money to minors

What to consider when leaving money to minors

What to consider when leaving money to minors When meeting with loved ones who have young children or relatives, we are often asked how they may effectively leave money to them. Uniform Transfer to Minors Act One tool commonly discussed for leaving assets to young...
Get To Know Your Grandparents Before It’s Too Late

Get To Know Your Grandparents Before It’s Too Late

Get To Know Your Grandparents Before It’s Too Late We all become busy in life focusing on our career and accolades that we forget our families. Regret about not spending enough time with a loved one can be painful. Taylor Swift wrote a song entitled “Marjorie”...