It’s summer, but you may be “frozen” by the sheer number of options when it comes to estate planning! Most people simply do not know where to start. Don’t be overwhelmed; in this post we’ll give you three solid tips on how to start your estate plan. 1) Don’t be overly concerned about taxation. Sometimes …
You Should Use a Living Trust If… (5 reasons)
When should you use a trust instead of a will? Let’s examine the objectives we can address if you utilize the right trust as the centerpiece of your estate plan! 1) You Value Your Privacy We’re all safety-conscious when it comes to financial information. There are many reasons we don’t want the entire world to …
Five Top Tips – Estate Planning
You’re here for some info on estate planning, right? You’ve come to the right place! This is one in a series of posts that we’re publishing to help inform people about estate planning. This piece is centered around five estate planning tips that will help give you a better feel for the process. Read on …