All trusts are not created equal. They all give you different financial options, and they come with their own advantages and disadvantages, depending on your situation.For instance, maybe your goal is to reduce the tax burden on your estate as much as possible. If so,...
Month: May 2019
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Procrastination and estate planning: The excuses
Do you know people who have not written a will or made an estate plan? Even if you never talk about it with them, you probably do. A shocking amount of people have never drafted a will. They just keep procrastinating and putting it off.Have you ever wondered why they...
The 3 main goals of an estate plan
There are dozens and potentially hundreds of individual goals for an estate plan, which differ from person to person. What your goals are depend on what assets you have, what you want to accomplish and what your family needs.However, the basic goals that you have can...