by Rebekah Williams | May 7, 2020
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by Rebekah Williams | May 6, 2020
What are the common myths of a living trust? Many people misconstrue common knowledge with actual myths. Keep reading below to learn the five common myths I encounter in my estate planning consultations with new clients. But first, what are the benefits of a living...
by Rebekah Williams | May 5, 2020
Are you under 40 and not sure about estate planning? Or where to begin? No one likes to think about estate planning, but it’s important for adults of any age to have their affairs in order, especially if you have family or loved ones. As the old saying goes, “hope for...
by Rebekah Williams | April 29, 2020
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...
by Gregg Garofalo | April 28, 2020
A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche trust. What is a trust? Usually when we speak about a...
by Rebekah Williams | April 23, 2020
You may be wondering whether to use a will or trust in passing along your assets. There’s a common belief that using a trust can give you a break on estate taxes, but it’s not necessarily the case. What are the significant differences between these two...
