What’s the Point of Estate Planning?

The purpose of estate planning is to make sure that your assets are protected during your life and pass as easily as possible to your loved ones after you are gone. It should be easy–it’s your money, you should be allowed to do with it as you...

Three Reasons Irrevocable Trusts Fail

All trusts fall under one of two categories: revocable or irrevocable.  These trusts differ in several significant ways, including their purpose, asset ownership and use, tax treatment and annual maintenance requirements.  This newsletter will briefly discuss the...

A Guide to Organizing Your Assets

Estate planning not only ensures that your assets are distributed to your loved ones at your death as efficiently as possible and in accordance with your wishes, but also presents a great opportunity for organizing your assets during your life.  By doing so, you can...