Estate Trust and Gift Tax

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The Why and How of Setting Up a Trust

VIDEO: There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.
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Estate Planning – Managing Debt and Creating Other Important Documents

According to Credit.com, 73% of people had outstanding debt at their death. These people carried an average debt balance of $61,554, which includes mortgage debt. Without the mortgage debt, the average balance was $12,875.
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Do You Know How Much Your Business is Worth?

As the owner of a small or closely-held business you likely consider your enterprise to be your life’s work. It is an area you have poured tremendous time, energy, and money into to build an important portion of the legacy you will leave behind.
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Should You Consider a Trust?

A trust can help you pass wealth efficiently and privately to your heirs. Perhaps the most powerful way to use a trust is to ensure that your heirs have timely access to your assets. When you transfer your assets to your beneficiaries through a Will, your estate is settled through
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