Latest News
The Value of Appointing a Trust Protector
March 29, 2023
What is a Trust Protector? A trust protector is a person or entity appointed to oversee and protect the interests of a trust and its
Buy-Sell Agreements and Estate Planning
March 24, 2023
A buy-sell agreement is a legal agreement between business partners or co-owners that sets forth the terms and conditions under which one or more of
Charitable Trusts in Estate Planning in 2023
March 20, 2023
Charitable Trusts- An Effective Estate Planning and Tax Mitigation Tool Charitable trusts are a valuable tool for charitable giving, allowing individuals to make a meaningful
Understanding Special Needs Trusts and Estate Planning in 2023
March 17, 2023
A special needs trust is a type of trust designed to benefit individuals with disabilities while preserving their eligibility for government benefits. Special needs trusts