WHAT IS ESTATE PLANNING?

Estate planning is simply a conversation with your attorney, to ensure that whatever you have been able to save during your lifetime is passed to the loved ones or organizations that you care about, in the way you prefer, at the time you prefer, and with the least tax...

DEATH AND TAXES

The only certainties in life after death and taxes. Fortunately, you can plan for both, to save time and money. A deceased person’s assets could be subject to estate taxes and/or inheritance taxes, depending on where they lived and how much they were worth. Federal...

WHAT IS A TRUST?

A trust is a legal entity designed to hold property or assets for another person, group, or organization. Trusts generally involve three parties, the grantor, the beneficiary, and the trustee. The grantor is the person who is creating the trust, contributes the...
WHAT IS A WILL?

WHAT IS A WILL?

A Will is a written legal document that expresses your last wishes for distribution of your property or other assets, as well as the care of any minor children. If you die without a properly drafted and executed Will, those wishes may not be carried out and your heirs...