Will vs. Trust: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts … Continue reading

Business Succession Planning: Are You Prepared?

While sitting at your desk, you look around the office. You enjoy the sight of what you have created. That moment when you realize you have built this business from the ground up and succeeded. Life is good. But as … Continue reading

Funding Trusts: Is There Fuel in the Car?

A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will fall far short of expectations if the trusts we’ve so carefully drafted are never properly funded. … Continue reading