Trust Funding: Is Everything Titled Correctly? Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and […]
Read More »How to Talk to Mom and Dad about Creating an Estate Plan
How to Talk to Mom and Dad about Creating an Estate Plan Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our […]
Read More »Estate Tax Returns—Not as Scary as They Sound
Estate Tax Returns—Not as Scary as They Sound When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass […]
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