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Wills vs. Trusts: In Plain English
Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us do not – and with good reason – as they are rooted in complicated,...
Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
Revocable Trust vs. Irrevocable Trust: A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell...
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have...
Thought You’d Like To See This: The IRS Comments on the CARES Act
The CARES Act became law in March of this year. Seems longer, doesn’t it? The CARES Act included a wide variety of provisions aimed to jump-start the U.S. economy during and after the business-slowing side effects of the coronavirus. ...
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