by Francine Ward | Feb 5, 2022 | Estate Planning
Pet Trusts. As with anything in life, sometimes things don’t work out as planned. So, my belief is to always have a Plan B. When you prepare accordingly, it’s more likely you will have a successful outcome. Here are three examples of creative planning by pet owners....
by Francine Ward | Jul 3, 2021 | Estate Planning
6 Essential Documents Every Unmarried Couple Needs Having an estate plan is important for everyone, but it’s indispensable for unmarried partners. Suppose you’re in a committed, long-term relationship and become incapacitated or even pass away. In that case, most...
by Francine Ward | Jun 4, 2021 | Estate Planning
Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...
