Other Estate Planning Goals

Estate Planning Is About More Than Just Passing Down Wealth It Is About Protecting What Matters Most Many people associate estate planning solely with passing assets to their children or grandchildren. While that is certainly an important part, a well crafted estate plan can help you accomplish so much more. From supporting your loved ones…

5 Good Reasons to Decant a Trust

What Is Trust Decanting? When a bottle of wine is decanted, it is poured from one container into another to improve its quality.Trust decanting works in a similar way. When a trust is decanted, the accounts and property from an existing trust are distributed into a new trust with updated and more favorable terms. Because…