Tuesday 18 January 2022

How to Avoid Uninsured Claims When Placing Assets in a Trust

Trusts have become an increasingly common estate planning vehicle to protect assets from costly probate court proceedings and potential tax consequences. In addition, trusts provide privacy and can be used to place assets beyond the reach of creditors. They are a powerful tool for preserving property and investments for the continued benefit of future generations […]

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Estate Planning Updates: It’s Time for a Little Spring Cleaning

Now that tax season is over, it’s time to turn our attention to getting organized and making updates to our estate plans. Estate planning up...