Blog
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the...
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want...
Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning...
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately,...
The Silent Threat to Your Estate Plan
It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes...
3 Decidedly Dumb Ways to Leave an Inheritance for You
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are...