Wills and Trusts

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Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

By |2020-10-22T20:11:37+00:00September 21st, 2020|Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|Comments Off on Choosing an Executor for Your Estate

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,

By |2020-10-22T20:14:27+00:00July 28th, 2020|Asset Protection, Irrevocable Trusts, Wills and Trusts|Comments Off on Smart Ways to Take Control of a Trust

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 |2020-10-22T20:15:18+00:00July 23rd, 2020|Estate Planning, Wills and Trusts|Comments Off on Wills and Trust’s
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