It’s not unusual for me to speak with a new customer who wants an estate plan made but is unsure what is included in that plan. Frequently, the client will begin the conversation by stating something like, “I’d want to have a testament… or should I set up a trust? Is there anything more I require?” […]

The process of selecting how to properly transfer your assets at death and during your lifetime is known as estate planning. You may lose a significant percentage of your estate to taxes if you do not plan properly. While the capacity to govern the distribution of your assets after death is an obvious reason for […]