Estate Planning

What is a Trust Fund?

Trust funds have the reputation of being a financial planning and asset protection strategy that only the super-rich take advantage of. There is a misconception that a trust fund and the protection it ensures is beyond the need and means of the average worker, business owner or investor. This is simply not true. Trust funds …

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Who Needs Estate Planning?

When it comes to protecting you, your family and your hard-earned assets, estate planning should be an integral part of your overall financial plan. It may be common knowledge that estate planning 101 includes discussion of guardianship of minor children, transfer of assets or property to heirs, and leaving money to charity. However, estate planning …

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