Estate Planning Protects Against Elder Abuse

Your retirement years, ideally, should be spent free of concern about your financial health or potential threats against your assets. Elder abuse is a particularly difficult problem for seniors who have worked hard and created a relatively comfortable nest egg. Many are vulnerable to fraud and other financial abuse at the hands...

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How Does Inheritance Work?

Taxes are a part of life. They are also a part of death. And frustratingly, if we’re not careful in life, we can pass them on to our loved ones in death through inheritance taxes!

Inheritance taxes must be paid for all gifts received as part of an inheritance or trust. The amount of...

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How You Can Use Estate Planning as A Gift

What happens to all your belongings when you die? Where will your finances go? Who will be in charge of carrying out your last wishes, and who will take care of you before you pass away? 

Estate planning IS a gift. Consider, you have already taken the effort and invested significant time...

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How Does a Trust Work?

Trusts are valuable tools if you want to ensure your children or other relatives receive their share of your estate.

Trusts can be independent from a last will and testament but often work hand-in-hand with them.

Often, trusts are used to ensure that children or grandchildren have the funds they need to go...

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