Family trusts can be a handy estate planning tool. A family trust is one specific type of trust that families may use to preserve their financial legacy for many years down the road. This type of trust may be beneficial for you, even if you do not have a large estate....
Month: October 2020
What is a Legacy Plan and Why Is It Important?
A legacy plan is similar to an estate plan. Legacy planning is simply the act of preparing how to distribute your assets and property to your loved ones upon your death. Whether you have a small or a large estate, it is important to plan ahead regarding how you want...
Get Your Estate Plan in Order for the Holidays
When you get together with your family for the holidays, you may notice that some things have changed over the years. You may have gotten a new grandchild over the year or welcomed a new daughter-in-law into the family. These changes are a good reminder that you...
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