How to Avoid End of Life Planning Mistakes

by | Nov 5, 2013 | Tax Laws

Follow Financial planners know that when their clients don’t talk about end of life planning with their family members, disputes and other unpleasantness will happen.  It’s important to hold family meetings to discuss how your assets will be distributed and to whom....

Personal and Family Living Trusts

by | Feb 2, 2010 | estate

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Many people know that Personal and Family Living Trusts are used in a comprehensive estate plan. But do you know why? It is simply untrue that trusts are only for wealthy and high net worth individuals. Estate tax savings are a significant benefit of trusts, but more and more trusts are created for control and […]

Follow Many people know that Personal and Family Living Trusts are used in a comprehensive estate plan. But do you know why? It is simply untrue that trusts are only for wealthy and high net worth individuals. Estate tax savings are a significant benefit of trusts,...