Asset & Legacy Planning
Protect Your Money from Nursing Homes
Does your future include living in a nursing home or needing long-term care? As we get older, we wonder what lies ahead. According to...
Trust Funds for Grandchildren
An old proverb says that “Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.” Often, the money we work for...
Gifting Money to Children Without Tax Consequences
As children grow into adults, we miss seeing the excited surprise on their faces as they open presents. A child of 5 just has such glee when...
Funding a Trust with Assets
A living trust, also known as a revocable trust, is a legal framework that keeps your assets safe from probate and creditors. You can even better...