Estate Planning Overview
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
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
There is no gift tax unless you transfer your property while you’re alive. When you die, whether you pass the property to your children by
What is Probate? Probate is the official way that an estate gets settled under the supervision of the court. A person, usually a surviving spouse
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
What is a Will? A will or a “last will and testament” is a legal document that lets you, the testator (the person making the
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 Business Planning? Thoughtful business planning provides direction for your company. It acts as a road map to guide you as your business moves
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 foreign trust is simply a trust that is governed by the laws of another country and generally speaking, affordable to almost anyone who has
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