What is a Holographic Will 
A holographic will is simply a handwritten will that is written, signed, and dated by pen. There are many options…
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Life Insurance Trust
Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…
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Generation Skipping Trust
Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…
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Spendthrift Trust
When looking to leave behind assets to your loved ones whether that be real estate or another financial asset, establishing…
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Asset Protection Trust
What is an Asset Protection Trust An asset protection trust is a type of trust that holds assets in order…
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Types of Trusts
An estate plan allows one to transfer their assets smoothly and quickly to beneficiaries after they pass away. Furthermore, one…
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Creating a Trust
Key Reasons for Creating a Trust Creating a trust offers many benefits to both you and your beneficiaries. These benefits…
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Can a Trustee be a Beneficiary
It is quite common that a trustee will also be a beneficiary of a trust. However, to avoid legal issues…
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How The 2020 Election Could Affect You & Your Estate Plan
The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…
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How to Avoid Probate
Simple Steps to Take to Avoid Probate Probate is the court proceeding where a will is verified, and an estate…
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