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Trusts and Estates

Organizing for Tax (and Estate Planning) Season

Posted on: January 16th, 2018
This flurry of tax prep activity is the perfect opportunity to get your estate plan in order, too, and kill two birds with the proverbial stone. ...

What to Expect from Estate Planning in 2018

Posted on: January 9th, 2018
2018 will likely be an exciting, dynamic year. No matter where you are on the estate planning journey, carve out some time to make sure that you and your family are fully protected. ...

Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

Posted on: January 2nd, 2018
Since every situation is different, there are different types of trusts to ensure the best outcome for each beneficiary. One type of trust, known as a spendthrift trust, is commonly used to protect a beneficiary’s interest....

There’s Never A Better Time Than Now To Get Your Affairs in Order

Posted on: December 26th, 2017
The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season. ...

Gift Giving the Tax-Free Way

Posted on: December 19th, 2017
Although it’s the season of giving, no one wants to share with the IRS. ...

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

Posted on: December 12th, 2017
People at all income and wealth levels can benefit from a comprehensive estate plan. ...
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