What is the Difference Between a Will-based plan and a Trust-based plan? In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for...
Helping You Protect Your Loved Ones And Your Legacy
Month: June 2013
The Tomorrow Trap In Estate Planning
No More Reasons for Delay in Implementing These 5 Estate Planning Essentials Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny...
Estate Planning Is Not a One Time Thing
For Estate Planning, There is No Fix –It-And-Forget-It It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass, especially if children are in the picture. Yet...
