In estate planning, there are several different types of trusts. One type is called an ABC Trust. Married couples can make use of an ABC...

It's common to make an estate planning mistake, and we see clients make a lot of the same ones. Here are five tips to help you avoid some...

Estate planning can seem daunting. By breaking it down into small steps, we make it easy for all of our clients to keep moving in the...

As you may expect, a spousal trust is something designed to help take care of your spouse when you pass on. There are several reasons why...

How do asset protection and estate planning go together? At a high level, they’re both focused on helping you pass on the assets you’ve...

In our opinion, everyone needs to go through the exercise of estate planning. With that said, it’s particularly important for some groups...

A lot of our clients come to us with this question – should I open a trust? There isn’t a black and white answer for everyone, but we do...

“Do I really need a will?” We get that question a lot. For most people, a will is one of those things they’ll “get around to someday.”...

How much money do you need to retire? The answer is different for everyone, so it’s not simple answer. For someone who is frugal and...

Your finances are one of those things that are not easily discussed out in the open. Death is on that list of avoidable topics as well....