by Donald Hershberger | Nov 18, 2021 | Uncategorized
When looking to develop a trust-based strategy you will find that there are numerous options on how to go about doing this. There are many different ways you can set up a trust. Also, each type of trust will have its own pros and cons that you should take into...
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...
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...
