Latest Articles

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...

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...

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...

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...

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...

Estate Planning Faqs

Mar 03, 2015

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