Latest Blog Posts

Standalone Retirement Trusts

Posted on: March 16th, 2018
If you have retirement accounts you value and would like to pass along to your loved ones, an SRT might be a good fit for you...

Should I Write My Own Will?

Posted on: March 14th, 2018
Legally, you have the right to draft your own documents; however, that doesn't mean you have the right to have them actually work. ...

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: March 13th, 2018
No matter your age or family history, cognitive impairment can affect anyone....

The Truth About Personal Risk Management, Part 2: Using Trusts in Estate Planning

Posted on: March 12th, 2018
Trusts can hold investments, property and insurance policies, with benefits of reducing various taxes and protecting your wealth from lawsuits and creditors. ...
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