What is a Heritage Trust, and why do I need it?
Several clients have asked recently about Heritage Trusts and why they might need them. The short answer is that it is an…
5 Simple Estate Planning Questions to Ask Yourself When Trying to Plan for Your Child’s Future
As every parent knows, we cannot avoid tough decisions just because they make us uncomfortable. At some point — hopefully many, many…
Estate Planning…Not just for the wealthy anymore
Tuesday, November 30 at 12pm at El Guapo’s in Denton…