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Blog Posts in December, 2016

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  • Charitable Trusts Explained
    Charitable Trusts Explained

    One of the major questions people have regarding estate planning is how to avoid taxes and other costs that would diminish the size of their estate. While there are several ways to avoid state and ...

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  • Retirement Account Beneficiary Forms
    Retirement Account Beneficiary Forms

    If you’ve every filled out an IRA, Pension Plan, 401(k) plan, or other retirement plan form, you realize the complexity that is involved in the process. But don’t allow the complexity to distract you ...

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  • When Should You Update Your Will or Trust?
    When Should You Update Your Will or Trust?

    While some people may not have taken time to create a will or trust (and we suggest you do so promptly), others have had a will or trust for many years. But how can you be sure your will or trust is ...

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