For clients who are parents of minor children, our priority is to design and plan to best meet the needs of such parents and provide added peace of mind. Our experience, both professionally and personally, has afforded us with an increased awareness of the issues facing parents today. As a result, we work with parents
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Consider estate planning to be insurance for your family and loved ones. It is, quite simply, planning for the future. It doesn’t matter if you have earned assets, inherited assets, or hope to do one or both, you should be certain that your assets pass to your loved ones according to your wishes, with minimal
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The “living trust” described in this post is a revocable living trust. It is sometimes referred to as a revocable inter vivos trust, or a grantor trust. A living trust may be amended or revoked by the person creating it (commonly known as a “trustor,” “grantor” or “settlor”), at any time during the trustor’s lifetime, as
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A trust is a written legal agreement between the individual creating the trust and the person or institution named to manage the assets held in the trust (the “trustee.”) In many cases, it is appropriate for you to be the initial trustee of your living trust, until management assistance is anticipated or required. REVOCABLE LIVING
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