Your Estate Planning Goals

Estate planning is about much more than just who will receive your assets after death. Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. Planning for specific circumstances, such as...

Your Estate Planning Goals

> Estate planning is about much more than just who will receive your assets after death. > Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. > Planning for specific...

The Empty Trust

POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate....