by Donald Hershberger | Dec 23, 2021 | Uncategorized
When most people think of preparing for retirement, they think of the financial aspects of retirement since it can take significant resources and capital in order to maintain your desired quality of life during your golden years. However, finances are just a part of...
by Donald Hershberger | Oct 28, 2021 | Uncategorized
Marriage is a big life change for just about everybody. Forming this special union is about more than just emotions and love, marriage actually creates a legal and financial connection between two people that is significant and can have serious ramifications....
by Brennan Clark | Oct 12, 2021 | Uncategorized
Now is the time to start creating your estate plan if you have not done so already. Since you never know what will happen, you should be prepared to have everything in place in order to make the administration of your estate as seamless as possible. One of the basic...
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 Donald Hershberger | Sep 16, 2021 | Uncategorized
Marriage comes with many significant changes to a person’s life. When you marry you are legally and financially linked to your spouse in various different ways. This means you will need to update your estate plan to reflect your new life changes. There are several...
