MYTH! Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits.
In December 2017, the “Tax Cuts and Jobs Act” was enacted. This new tax law changed the income tax calculations for almost all taxpayers, meaning calculations for quarterly estimated tax payments also changed.
How long has it been since your clients have reviewed their existing life insurance policies? Trust officers, financial advisors, and CPAs should audit their clients’
1. What is the difference between a will or trust? A will is a written instrument that outlines how your assets are to be distributed
Anyone who has children can tell you: they change everything in your life. Your estate plan will need to be updated. Once a child comes
In a world in which 77 percent of Americans are online every day, and on average spend nearly an hour of that day on social
School is back in session, and that means it’s time to get a plan in place – and I don’t just mean a lesson plan.
Thanks to the continuing advancements in technology, today’s generation knows a thing or two about being resourceful. Most answers to our pressing questions are quite
Whether as a friendly companion or a fully-fledged family member, pets have become an intrinsic part of many households. According to the American Pet Products
Gone are the days of post-college grads who aspire to climb the corporate ladder in hopes of a corner office and a CEO position at
