Let’s Talk Wills and Living Trusts: What’s the Deal?
Everyone has heard the terms “Will” and “Trust,” but not everyone knows the difference between the two. Wills and Trusts are Estate Planning tools to help distribute your estate after you pass away. A Will is a written document expressing your wishes and only becomes active after death. A trust, on the other hand, is Read more ➝
How to Protect Your Children from Financial Disaster
Video Transcript: People often think that their last will and testament is the best way to manage and distribute their estate after death. But is that enough to protect your heirs? Or, is it going to give them access to a large, unrestricted amount of cash? One of my clients, that I worked with for Read more ➝
4 of the Most Common Estate Planning Mistakes
The most common estate planning mistakes typically fall into one of four categories. While each estate plan consists of its own features and unique instructions, the same errors tend to occur regardless of their differences. Do your family and heirs a favor, learn about the most common pitfalls and make sure your affairs are in Read more ➝