Wills and Trusts

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Smart Ways to Take Control of a Trust

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up a Trust, or you may hold an inheritance you received in a Trust that was created decades ago. Trouble is, too many families relinquish more control over their Trust’s than they need to,

Wills and Trust’s

The Foundations of Your Rock-Solid Estate Plan   For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now-health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so

By |2020-07-29T14:53:03+00:00July 23rd, 2020|Estate Planning, Wills and Trusts|0 Comments