11 Mar, 2023
Testamentary Trusts
One difficulty you may experience the during estate planning process is concern about how heirs might use the money and resources you left to them. People spend their entire lives investing in and growing their estate, and many people want to make sure their heirs pay the same respect to these funds. Although we can’t … Read More
13 Oct, 2022
Real Estate Distribution through a Will
A common question for those beginning the estate planning process is, “What happens to my real estate when I pass away?” The answer to this question is largely your choice. You can distribute your real estate however you wish in your Will or Trust. Holding a property until death can also provide tax benefits for … Read More
21 Sep, 2022
Special Considerations: I don’t have anyone to appoint.
Leaving a lasting legacy is a goal for most of us. For many of us, our focus is providing for our family, most often our spouse, children and grandchildren. These individuals are also the ones who we most often appoint to important positions in our estate planning documents. For a variety of reasons, however, not … Read More