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Why Estate Planning Is So Much More Than Just Tax Planning…

Why Estate Planning Is So Much More Than Just Tax Planning…

Let’s break down the differences between a joint owner and a beneficiary. It sounds complex but is actually quite simple – the distinction is based on whether the person has access to funds now or later. Joint ownership is particularly common between couples or...
5 Reasons Why Estate Planning Makes Sense for Almost Everyone….

5 Reasons Why Estate Planning Makes Sense for Almost Everyone….

If you have garnered some assets during your lifetime then you most definitely need estate planning. For those of you that hear about estate planning and push it off because you think that is for people more wealthy then you… think again! The following are 5...

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