‘Do I need a trust?’ is one of the most frequently asked questions by people preparing an estate plan. A revocable trust is a powerful estate planning tool that can save you money, keep your information private, and make things easier on your family.

Many people put off estate planning because they think they don’t own enough, they think they’re not old enough, or they just don’t want to think about it. Then, when something happens to them, their families are left to pick up the pieces.  Estate p...

You have a Will that clearly states who your property passes to at your death.  Would you be surprised to learn that not everything is controlled by your Will?   Could it be possible that the majority of your assets at death would go to someone compl...

When you ask most people who they want to leave their assets to at their death, the overwhelming answer is: their children.  However, leaving your IRA to your grandchildren instead of your children can result in significantly greater asset growth and...