Estate Planning for Your Pets

Why Plan For Your Pet? As a pet owner, you want the best for your pets.  When the day comes that you are no longer able to provide for the care of your pets, your estate plan can ensure that your wishes are known to those who will care for your pets.  Proper planning...

Everyone You Care About & Everything You Own

Common Estate Planning Questions and Answers WHAT IS ESTATE PLANNING? Estate Planning is preparing for the orderly transfer of everything you have, to everyone you care about. In short, it is legally arranging to give what you have, to those you want to receive it,...

The Six Most Common Estate Planning Myths

I am too young to worry about estate planning. Anyone in their 40s, 30s or even 20s is not too young to consider estate planning. Generally people in these age groups are planning for their future. Even if you do not have a “large” estate, there are many reasons to...

Spousal Gift Trust

A Spousal Gift Trust is a type of irrevocable trust that provides complete asset protection for your spouse and descendants, and removes the trust assets from your estate and the estates of your spouse and descendants for estate tax purposes. A Spousal Gift Trust is...

Trust Basics

What is a trust? A trust is a separate legal entity for holding and investing property. One or more persons (the “trustee”) holds property, usually real estate or investments, for the benefit of another or several other people (the...