A Quick Introduction to Trusts - You may be thinking of creating a trust to help manage your assets — or maybe you don't even know how a trust could help. Here is a basic overview of trusts: A trust is created by you, the grantor. You write the rules governing how the trust will operate — what it …
Trust Revisions
Business Valuations: An Estate Planning Necessity
Why would you consider keeping your business valuation current? You might be able to think of one or two reasons, but there are plenty: Business Valuations: An Estate Planning Necessity - What if something calamitous were to happen to you as the business owner? It obviously would mean a major …
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3 Year Review: Has it been over 3 years since you’ve reviewed your Estate Plan?
Stop the Procrastination! Your family is counting on you and your Legacy depends on it. The "3 Year Estate Plan Review" complimentary consultation is meant to ensure that your estate plan stays up to date with regard to law changes as well as what you wish to accomplish for your family. …
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