Category Archives: Estate Planning

More About a Common Trust

Estate Planning Dividend

The trust created often leaves instructions to the trustee. In these, they note that older children earn an advancement from the common trust. They use this to pay for expenses such as buying a home or starting a business.

Your Future after Bankruptcy

Making Bankruptcy decision

Whether you filed for Chapter 7 or Chapter 13 bankruptcy, assume that you own less money and property than before the bankruptcy. However, during the bankruptcy process, the court reports certain accounts and pieces of property under a federal or state exemption.

Advisor Beneficiaries

Red seal and imprint "TRUSTED ADVISOR" on white surface. Concept of trust in business. Isolated. 3D Illustration

As professional advisors, we spend hours with our clients. In fact, we grow familiar with their most personal details. Listening intently and helping our clients achieve financial and tax planning goals creates a natural closeness between clients and advisors.

Car Accidents & Estate Planning

Thanksgiving Car Accidents and Estate Planning

If an accident renders you unable to speak or make decisions for yourself, ask someone to speak on your behalf to doctors and medical providers. A Medical Power of Attorney (POA) allows someone to speak for you and arrange for treatment until you regain consciousness.