by Vail Gardner | Mar 30, 2022 | Estate Planning
When it comes to legacy planning, there are a lot of important decisions to make. One of the most important is deciding how you want your assets and real estate distributed after you die. If you’re looking for a way to manage your assets and ensure they go to...
by Vail Gardner | Mar 24, 2022 | Estate Planning
If you’re looking for an estate planning option that is straightforward, a simple trust could be the right solution for you. Unlike a complex trust, a simple trust doesn’t offer as much flexibility when it comes to asset distribution and tax implications....
by Vail Gardner | Mar 16, 2022 | Estate Planning
You may want to help your loved ones pay medical expenses, college tuition, and many other things. However, you may worry about estate and inheritance taxes. Let’s look at how to give now and leave a legacy later without paying unexpected expenses and estate or...
by Vail Gardner | Mar 9, 2022 | Estate Planning
If you have savings that you want to keep safe, you need asset protection strategies. There are so many ways to lose a nest egg, so financial priority number one is preventing loss of assets. Even better than that is preventing loss while keeping assets safe for...
by Vail Gardner | Mar 4, 2022 | Estate Planning
Few things in life are as important as planning for the future of our loved ones. No one knows when their time will come, and it’s crucial to have a plan in place for your family’s future. That’s where legacy planning comes in. This process allows...
