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Latest Articles

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What Are the Advantages of a Spousal Lifetime Access Trust (SLAT) in Estate Planning?

Sep 15, 2023

How Does the Spousal Lifetime Access Trust Work? When looking for the most suitable estate planning...

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The Benefits of a Living Trust: Protecting Your Assets and Your Family’s Future

Sep 13, 2023

What is a Living Trust? Failure to plan is a plan for failure, and a living trust is one of the bes...

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The Benefits of an Asset Protection Plan

Sep 13, 2023

Asset protection plans can be looked at as a layer of insurance. If you lose your house and everythi...

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Help Wanted: Daughter to Inherit Fortune

Feb 15, 2017

It is ordinarily assumed that wealthy people will leave the majority of their assets to their childr...

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So You’re Getting Married Later-in-life

Mar 06, 2015

A rapidly growing number of Americans are choosing to wed later. If you are one of the many individu...

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Estate Planning Faqs

Mar 03, 2015

Many people have some VERY wrong ideas about estate planning. And that’s understandable if you get...

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