Location: Franklin

What is a Living Trust? A living trust simply means that the transfer of property and assets to the trust fund is done while you

What is Business Planning? Thoughtful business planning provides direction for your company. It acts as a road map to guide you as your business moves

Business succession planning is the process whereby the ownership and management of a business, plan for the succession and continuation of the business based on

There are many things in life you may want to protect. Asset protection planning is designed to protect your wealth during your life. In order

What is Trust Administration? Trust administration is a necessary process that occurs after the death of either one or both settlers. There are many things

Retirement is not too late to begin estate planning. Ideally, estate planning begins when you reach adulthood. However, frequently, parents will request basic estate documents

One of the most effective tools for protecting, preserving and passing on wealth to heirs is through a spendthrift trust. This type of trust contains

A foreign trust is simply a trust that is governed by the laws of another country and generally speaking, affordable to almost anyone who has

We all need a “do-over” from time to time. Life changes, the law changes and professionals learn to do things in a better way. Often

A dynasty trust is a trust designed to hold assets for many generations. Most other trusts are designed so that the trust assets will be