black pencil on graph paper

Estate Planning, Simplified

While no one likes to think about the end of life, those who do, and those who spend just a small amount of time preparing properly, can help ensure their families continue to embrace and share all of the tremendous memories they created together.

Read More »
jar of coins on table

Can a Trust Protect My Children’s Inheritance?

We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?

Read More »

Categories
Recent Posts