It’s very common for people to wait to draft a will or create a trust. In fact, roughly two-thirds of all Americans do not have an estate plan at this time. One of the major reasons they provide, when asked why they haven’t done any planning, is that they are going to...
Providing Peace Of Mind
For You And Your Family
Month: May 2025
read more
How does an incentive trust work?
There are many ways to use a trust as part of an estate plan. This gives the grantor a chance to set certain goals for the beneficiary. The trustee is then in charge of deciding if these goals have been met and making the appropriate distribution. Anyone can create an...
Picking the right executor is key to peace of mind
When doing your estate planning, a critical question is which person to name as executor of your estate. You want to put in place the right person for the job so that your estate doesn’t get mismanaged and lose value for your heirs. Who is the right choice? Let’s...