by Vail Gardner | Aug 31, 2022 | Estate Planning
If you’re like most people, you want to protect your assets in case you need long-term care. One of the top strategies for this is drawing up a Medicaid asset protection trust, also known as a MAPT. But before you do, it’s critical to understand how they...
by Vail Gardner | Aug 24, 2022 | Estate Planning
If you’re looking for a way to give back to your community, you may consider setting up a charitable trust. A Charitable Remainder Trust, also called a CRTrust is an irrevocable trust that allows you to donate money to charity while still receiving tax benefits....
by Vail Gardner | Aug 17, 2022 | Estate Planning
When planning for the future, many couples consider opening a spousal lifetime access trust, or SLAT. This type of trust can offer many benefits to married couples, but you should consider the potential drawbacks. So, is a spousal lifetime access trust right for you?...
by Vail Gardner | Aug 10, 2022 | Estate Planning
It is hard to imagine a world without ourselves in it. It is even harder to imagine your children having to live without you, especially if they are still small. However, the unthinkable does happen sometimes. It’s worth planning for, just in case. Learn what...
by Vail Gardner | Aug 4, 2022 | Blog
If you’re like many people, you want to ensure that your loved ones are taken care of after you’re gone. But what happens if they have money problems, such as overspending, running up credit cards, balancing on the edge of bankruptcy, or other risky...
