Many people who are creating an estate plan focus on their physical assets like their home and vehicle. While it’s true that those are the primary concern for an estate plan, there are other considerations that you need to think about whey you’re making the plan....
Real World Solutions Tailored To Your Needs
Month: August 2022
Do most Americans have an estate plan?
Even if you haven’t done your estate planning yet, you probably understand that it’s important to do at some point. You may not feel like you have that many assets, but you will have something to pass on. You can also use your estate plan to make medical decisions in...
Trust solutions for special circumstances
When you have significant assets, you must do sophisticated estate planning to assure that your heirs and beneficiaries receive the bulk of your estate and that your assets remain protected. One particular tool you might want to employ is a spendthrift trust. Let’s...