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So, you are creating a will and devising an estate plan that will cement your legacy and ensure your loved ones are taken care of when you are no longer around to do so. However, during that process, you are … Read More
Many people use trusts as a time-tested tool for wealth management, charitable contributions, estate planning, and providing for loved ones. At the heart of any trust structure is the trustee, the individual responsible for managing and administering trust assets. While … Read More
The Question: What can a supplemental needs trust be used for? Can a supplemental needs trust be used for whatever your loved one wants or needs? How do I avoid risking my disabled loved one’s benefits while using this unique … Read More
You’ve worked hard to amass your wealth, but all this hard work wasn’t just for you. While leaving behind a lasting legacy is important, you worked hard to take care of those you love the most, even when you are … Read More
Let us paint a picture – you and your partner are basking in the afterglow of your recent wedding and blended family bliss. The future stretches out before you, a vibrant tapestry woven from the threads of your past relationships … Read More