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Trusts – Myths and Misconceptions about Estate Planning

2024-04-12T16:07:43-07:00

Trusts are an important part of an overall estate plan, and should not be overlooked For the average investor, setting up a trust with your estate attorney as part of estate planning can make a lot of sense. For wealthy investors, it can be nearly essential. So why then do only 33% of Americans [...]

Trusts – Myths and Misconceptions about Estate Planning2024-04-12T16:07:43-07:00

The Value of Life Insurance Trusts

2016-12-14T17:06:07-08:00

An estate planning option more families ought to know about. You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. Its functionality doesn’t end there. If it looks like your accumulated wealth will be subject to estate taxes [...]

The Value of Life Insurance Trusts2016-12-14T17:06:07-08:00
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