When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.