Latest Blogs
- Time for Spring Cleaning and PlanningPresident Trump’s First 100 Days in Office President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1 seeking to make good on his promises to transform the […]
- How Do You Want to Leave Your Money Behind?Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can be meaningful and help set […]
- Love and Estate PlanningLove and Estate Planning Go Together Like a Horse and Carriage Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access […]