Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure they are taken care of when you are gone. Now imagine…
Setting Up a Trust Fund: What You Need to Know
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…
