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It’s the season of resolutions and goal setting!As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re young or “mature” - it’s beneficial for you and your family to have a plan in...
Life insurance is a financial asset that is widely used to help protect your family from expenses after your death. However, what most people don’t realize is that even though life insurance is designated to a specific beneficiary, that doesn’t mean it’s exempt from estate taxes or that it will be used according to your...Read more
Revocable living trusts are a popular estate planning tool these days, but unless they are funded with assets, they are essentially useless. Think of a revocable trust as a container, and on top of that container, there are instructions on how to manage and distribute every asset inside. If the container is properly prepared, the instructions...Read more