What is a Life Insurance Trust? Many people who are trying to put together an estate plan are unaware that life insurance can be included in your
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A Checklist for Business Succession Planning
Few events in the life of a business are as important as replacing an owner who has died or become incapacitated. This is especially important for
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How Often Should You Update Your Will?
Updating your will after major life events will ensure that it accurately reflects your wishes and desires.
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At What Age Should You Set Up a Trust For Your Minor?
Like you, we are concerned about the future. That is why we believe that the best time to set up a trust for your minor is now, because you can never
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All of the Different Types of Trusts Explained
In estate planning, the primary goal of creating a trust fund is usually to reduce estate taxes and to avoid probate so that a prominent percentage of
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The Basics: What You Will Need to Form a Corporation
Forming a corporation can bring many benefits to your business and to you as a business owner. But before moving ahead, you might want to discuss your
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Is Estate Planning Different for Same Sex Couples?
Although same-sex marriage is legal, there are many legal technicalities still in place that make estate planning for same-sex couples especially
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The 3 Ways You Can Save on Estate Taxes
After working hard for many years to build up a significant amount of wealth, you don't want it going solely to taxes. While everyone wants to pay
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How to Set Up a Trust Fund: Proper Funding of the Trust
Technically, property and assets fund a trust. It is common to hear the word “trust” and “trust fund” used synonymously. So common, in fact, that
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