living trust

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

Questions to Ask When Drafting an Estate Plan

2016-12-14T17:07:04-08:00

Because you've worked hard to create a secure and comfortable lifestyle for your family, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. [...]

Questions to Ask When Drafting an Estate Plan2016-12-14T17:07:04-08:00
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