When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy…
Have You Designated a Trustee for Your Estate?
Setting Up a Trust Fund: What You Need to Know
Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your…
Transferring Wealth After the Tax Reform Act
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here…
