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13 11, 2017

What is a Charitable Remainder Trust (CRT)?

By | 2017-11-13T04:08:42+00:00 November 13th, 2017|Wills and Trusts|Comments Off on What is a Charitable Remainder Trust (CRT)?

A Charitable Remainder Trust (CRT) allows a donor to transfer property to a trust, retaining the right to receive a stream of annual payments for a term chosen by the donor.

15 08, 2017

I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

By | 2017-08-30T17:07:10+00:00 August 15th, 2017|Estate Planning|Comments Off on I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES!  If you have any assets at all you need an estate plan.

8 08, 2017

Top Estate Planning Mistakes To Avoid

By | 2017-08-30T17:04:18+00:00 August 8th, 2017|Estate Planning|Comments Off on Top Estate Planning Mistakes To Avoid

When you make a mistake with your estate plan, it can be irreversible.  If the mistake you made isn’t realized until after you or your loved one passes, it could create a nightmare for the survivors. 

27 07, 2017

Why do I Need an Estate Plan Anyway?

By | 2017-08-30T17:09:21+00:00 July 27th, 2017|Estate Planning|Comments Off on Why do I Need an Estate Plan Anyway?

Most if not all people should have and can benefit from a comprehensive estate plan. In this article, we will cover some of the common reasons to make sure you have an estate plan in place.

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