Estate and Trusts

You don’t have to be fabulously wealthy to benefit from a trust. For many people, a trust is a great financial planning tool. What Is a Trust? A trust is a legal arrangement between the person who sets up the trust and transfers property to it (the “grantor”) and the individual or institution that agrees to manage the trust assets (the “trustee”). The grantor specifies who is to benefit from… Read More

With all of their day-to-day responsibilities, single parents may not have given much thought to estate planning. However, it is particularly important that single parents put an estate plan in place. If you are a single parent, you’ll want to consider these important estate planning steps. Having a Will Drafted A will is essential. In your will, you can outline how you want your money and other property to be… Read More