May 4, 2023
A humorist, Will Rogers, in the 1930s took aim at a couple of his favorite topics saying: “the only difference between death and taxes is that death doesn’t get worse every time that Congress meets.” For decades, I have joked about my idea for an advertising campaign:...
May 2, 2023
Selecting the best fiduciary for your estate plan is a critical decision that should be made with careful consideration. A fiduciary is a person or entity that is appointed to manage your assets and affairs in the event that you are no longer able to do so yourself....
Apr 18, 2023
A revocable living trust is a legal document that allows you to transfer your assets to a trust during your lifetime. The trust then becomes the legal owner of your assets, and you can continue to manage and use them as the trustee of the trust. One of the primary...
Apr 4, 2023
A revocable living trust is a legal document that allows you to transfer ownership of your assets to a trust during your lifetime. As the grantor or creator of the trust, you can serve as the trustee and retain control over the assets, while also designating a...
Jan 15, 2020
Many people think they are “too young” or do not have enough resources to plan their estate. These are common misconceptions that can effect a family for generations. Estate Planning is more than a set of instructions that tells the government who your property...
