Will You Avoid These Estate Planning Mistakes?

By | 2017-11-20T15:20:32+00:00 January 19th, 2016|Financial Article|

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid.

TOD or Living Trust?

By | 2017-11-20T15:20:35+00:00 November 24th, 2015|Financial Article|

How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective.