fbpx

Estate Planning: Why This Topic Is for You

When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate” and think we’re talking only to the rich people in the room. Maybe you have thought this, too? “That’s for people who have a...

Estate Planning: Wills & Trusts, and Which One Is Right for You

Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great health and just celebrated becoming first-time grandparents, but at 58 years old, they’re ashamed to admit there’s nothing in place to...

Benefits of establishing a living trust

There are many benefits of establishing a living trust – the top one being protection from court challenges by beneficiaries. Before we discuss others, let us consider the case of David, a resident of Texas, who transferred all of his assets to his son who lived miles...