Posts Tagged ‘ estate planning ’

Do I Need a Trust?

Trusts are one of the most common financial instruments that people use to protect their assets from creditors and taxes while at the same time providing financial security for their family members or other beneficiaries. Yet many people remain confused about exactly what a trust is, whether they need a trust, or how to set […]

Why Young Families Need an Estate Plan

Estate planning is simply the strategy one takes to ensure the optimal distribution of an individual’s estate upon his or her death, with a focus on retaining maximum value for beneficiaries and easing the cost, time, and stress of completing that distribution. An estate is the sum total of a person’s belongings, holdings, real estate […]