The person who creates a trust is called the creator, the settlor, or the grantor. The trustee is the person or persons who hold title to the trust property in…
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To the layperson, trusts can appear complicated. People often think trusts are only for the very wealthy. In reality, trusts can be useful for people of all income levels. A…
From a simple standpoint, many people initially think of an estate plan as having a will. On the more complicated end, some think of an estate plan as an elaborate…
A person who dies is known as the “decedent.” A decedent who dies without a will is known as dying “intestate.” If a person dies without a will, a court…
From a simple standpoint, many people initially think of an estate plan as having a will. On the more complicated end, some think of an estate plan as an…
Starting a new business is exciting, but it requires many important decisions. One of the earliest and most crucial decisions is what type of business entity to form. Your…
Business succession – what happens to your business once you no longer choose to or are able to run it – is one of the most important and often…
It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for…
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the…
Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
