There are many elements of an estate plan. The most important items are a Will, powers of attorney for health care and property, and the creation of a Trust. This article will focus on the benefits of creating a Trust. Trusts are flexible, varied, and complex. Many Trusts enable the Grantor(s), the person(s) creating the Trust, to do the following […]
2023 November
When working with clients, I often use the phrase, “personal finance is personal.” Everyone’s situation, including income, resources, goals, expenses, etc., is vastly different. Thankfully, we can use some great tools to estimate our needs, but it needs to be said that your situation is different from most everyone else’s […]
Can you believe the year is wrapping up, and 2024 is right around the corner! Now is a good time to review your finances: doing so now will give you enough time to make adjustments to your finances that can help you end the year strong and start the New Year off right. Here are a few things to consider before the end of the year […]