by Gregg Garofalo | February 16, 2022
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you...
by Rebekah Williams | October 5, 2020
Most new moms and dads are overwhelmed with a new baby. However, making an estate plan is a relatively simple task that can bring an immense sense of security to your growing family. Here are the basics: Guardianship Your first order of business is to choose a...
by Rebekah Williams | July 8, 2020
Trusts and Income Tax: Who Pays? Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. But, as Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry....
by Rebekah Williams | June 17, 2020
Most people believe that after signing their estate plan, that they have done what the needed to do. Of course, they are already ahead of most people. However, the most important part of your estate planning, if you have a Trust estate plan…is to fund that...
by Rebekah Williams | June 11, 2020
Maybe you spent most of your early career working paycheck to paycheck. Perhaps your savings went to college funds for your children or paid off old debts. Whatever your circumstances, it’s never too late to build a nest egg. Follow the below tips for building...
by Rebekah Williams | June 10, 2020
If you are a new mom…now is the best time to prepare and execute your estate plan. Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets,...
