STEP 1: FIND AN ATTORNEY Establishing an estate plan may seem daunting, but the first step is to locate a competent attorney who ...
One of the many great things about using a Revocable Living Trust for your estate planning instead of a traditional will is that ...
Generational wealth is a relatively simple term with broad connotation. It is defined as simply the passing down of assets from ...
Do the terms equal and fair mean the same thing to you? Many families find themselves discussing “fair” vs. “equal” when working ...
Tax rates and paying taxes seem to consume our minds for very good reason – the U.S. Tax Code is complicated. A common area of ...
Continuity refers to something occurring in an uninterrupted state or on a steady and ongoing basis. In part III of our 3-part ...
