An Advance Directive is a legal document that details your medical decisions in the event you become incapacitated. It is a document that informs your loved ones and health care team about your preferences regarding treatment....
Read More ›Although estate planning may not be on your priority list at the moment, failing to settle your affairs can have a long-lasting, potentially costly impact on your loved ones. In line with National Estate Planning Awareness Week, we will share the rea...
Read More ›As we celebrate National Estate Planning Awareness Week, October 19th -25th, now is the perfect time to assess your estate plan. Doing so helps protect your assets, plan for disability, minimize taxes, and prevent probate....
Read More ›Estate Planning is all about putting a plan in place that clearly communicates how you want your assets such as vehicles, bank accounts, investments, etc. to be distributed after you have departed....
Read More ›1. Bookkeeping and accounting 2. Trust property investments 3. Tax reporting 4. Distribution of trust property to beneficiaries with consideration to their current and future needs...
Read More ›In brief, special needs trusts work to make sure beneficiaries can still be eligible for government benefits even with income or resource limits....
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