Estate Planning Using Personal Loans to Fund a Life Insurance Trust Estate planning is all about ensuring your wishes are met after your death. In many cases, a trust has...
Estate Planning Generation-Skipping Transfer Trusts & Dynasty Trusts When transferring wealth to the next generation, many families prefer to make gifts to the younger family...
Estate, Gifts, & Trust Planning Choosing a Guardian If you have minor children, choosing a guardian to care for them should you and your spouse die unexpectedly is...
Trust Planning Naming a trustee: It’s one of the most important decisions of your life Trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid...