TRUST & WILL & ESTATE PLAN
Simple As Possible
Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.
The Rules
The IRS created a pretty major rule change about how assets are treated in Irrevocable Trusts for tax purposes. Learn more about this rule and how it may impact you.
Will Preparation
Writing a Will is an important, necessary part of every Estate Plan. When you have an effective Will in place, you can rest easy knowing that you’ve set up your family and loved ones with the protection they need when they’ll need it most - when you’re no longer there to protect them yourself.