by Candace Hackborn | Aug 4, 2022 | Uncategorized
Bright Days, and Bright Ideas to Keep Your Finances on Track It’s summertime! Thoughts of warm sun on your face may be top of mind – but a financial check-in might not be. While a financial check-in may sound less relaxing than a day at the beach, assessing your...
by Brennan Clark | Sep 21, 2021 | Uncategorized
An A-B trust is a particular type of trust which is used by married couples to help to minimize their estate tax liabilities. This type of trust will split the married couple’s assets into two parts upon the first death of a spouse. Generally, the objective of an A-B...
by Brennan Clark | Sep 7, 2021 | Uncategorized
It is important that you include all key documents in your estate plan. This will likely involve either a will or a trust and in some cases an estate plan may have both documents. The objective of both of these estate planning instruments is to ensure that your assets...
by Donald Hershberger | Sep 2, 2021 | Uncategorized
It is impossible to see into the future and know exactly what is coming. This is definitely true for when you may end up passing away. Although most people are hoping to live a long and healthy life, sometimes things do not turn out the way they hope. Therefore, you...
by Brennan Clark | Aug 31, 2021 | Uncategorized
Even if you do not have a large amount of assets, you should still implement a comprehensive estate plan. Not doing so can result in major problems for your intended beneficiaries when you do finally pass away. Whether you are close to retirement or not, estate...
