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.
Once you've finished making your Estate Plan who should [...]
In America, we love insurance. We have insurance on [...]
Wills are considered the foundation of a comprehensive estate plan, [...]
Gifting is often used as an estate planning tool. [...]
With the rising cost of college tuition, many people look [...]
A trust is a legal tool used to transfer [...]
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.
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.
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.