Month: July 2023

One of an adult's most important tasks is getting their estate plan in order. This provides instructions for your loved ones to distribute your assets after you pass away. While some estate plans are straightforward, there are times when some of the heirs and...

Creating an estate plan is a priority for adults. While some choose to write out a will, others take their estate planning further by establishing at least one trust. Setting up a trust requires deciding what type of trust you need.  Trusts come in many types, but...