When you hear the word trust fund, you most likely imagine a wealthy family passing down their assets to their children for generations. However, this is a common misconception about trust funds. You do not have to be wealthy to … Read More
After distributing the final income amounts, paying the last expenses, and filing the final tax returns it is time to file the final accounting. We share some tips for trustees to consider when doing so. What is the difference between … Read More
At the beginning of COVID-19, scammers took advantage of the confusion caused by the virus to scam seniors and other vulnerable citizens. However, with time, these scammers have become even smarter. There has since been a recent influx of new … Read More
Most people want their money and assets to be passed down to their children and other individuals that are important to them – instead of having their belongings go down the drain in the courtroom via probate. Probate involves taking … Read More
A trust gives you the opportunity to have control over what happens after you pass. It’s a good feeling when you know that your property and assets are in good hands. We share the five benefits of having a trust … Read More