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A Discretionary Trust and Your Estate Plan

September 26, 2022
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
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What Can a Trust Do for My Family?

August 12, 2022
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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What Is a Trust and How Does It Work?

July 31, 2022
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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Living Trusts: What are Common Mistakes People Make?

February 28, 2022
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
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What Should Not Be Included in a Trust?

February 27, 2022
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
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A Trust and Your Home

February 9, 2022
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.
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Estate Planning- What a Will Can and Cannot Do

January 20, 2022
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
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