Category: Heirs

Recipe for a “Satisfying” Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebr... Read More »

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Revocable or Irrevocable? Which is Better for Your Situation?

A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heir... Read More »

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Choosing a Corporate Trustee

Making plans for your money and property after you pass away is not the most exciting thing to do. It involves thinking about situations that may caus... Read More »

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