Tag Archives: "Trusts"

Situations in Which Your Assets Might Be At Risk
Situations in Which Your Assets Might Be At Risk
Not all are conscious of the need to have an estate plan in place. The Estate Plan can include a Will or a trust but goes beyond in making sure your assets are managed if you are disabled. It can decrease the taxes, fees, or court costs your heirs may incur after your death. Failure to plan for the management and dispersement of your estate during disability and after death can be very expensive and cumbersome and this is...

Read More
Preserve-your-wealth-estate-planning-services
Preserve Your Wealth with Estate Planning Services
Estate planning is one of the most important legal services and is a fundamental tool that ensures your entire family will be well taken care of after your passing. People assume that estate planning is meant only for the wealthy.  In reality, it is the concern of everyone. We all want our finances to remain in order and proper care given to our loved ones.  Together, you and I can develop a valuable estate plan to assure your goals are...

Read More
organize your-financial-and-legal-affairs
Why and how to organize your financial and legal affairs
Why Organize Your Affairs It’s not easy to think about what might happen if you become unable to handle your own affairs.  But illness and infirmity are as unpredictable as they are inevitable.  It’s impossible to know when they will strike you or what form they may take. Acknowledging your mortality is even more difficult.  Even those you might reasonably expect to know better are not exempt from the tendency to avoid end-of-life decisions. May people have inventories in their heads about...

Read More
Checklist-Estate-Planning
The Indispensable Checklist of Estate Planning
Estate planning is one of the best investments you will ever make. A few dollars spent will usually save thousands or hundreds of thousands of dollars that would otherwise be lost to taxes, attorney fees, court costs of nursing homes. it does not need to be complicated in most instances and provides you with the great piece of mind. While meeting with you, we discuss your goals and concerns. You will be educated on various legal “tools” available to...

Read More
Result 1 - 4 of 4