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Frequently Asked Questions

  • What Is The Difference Between A Will And A Trust? 4 Star Rating
    A Will and a Trust serve different purposes. Most people don`t have either one. A Will and a Trust are similar in the effect that both let you designate exactly how you want your assets and other … more
  • What Is An Estate Tax? 3 Star Rating
    The Estate Tax is a tax on the value of your property transfered to your hiers upon your death.  The federal government allows every person to give away, either through lifetime gifts or upon … more

Legal Articles

  • What is a variable annuity, and how does it work for estate planning purposes?
    Annuities are long-term investments that are designed to provide you with an income at some point in the future, such as upon your retirement. Since the goal of an annuity is to give you and/or your spouse a source of income each month for an extended period of time, purchasing an annuity can be an advantageous means of investing your money, planning for your long-term financial future, … more
  • Establishing a Trust for Your Kids
    Many parents want to provide for their children financially but may be reluctant to allow a teenager or young adult unfiltered access to the money. They may be concerned that a child or young adult may lack the maturity to make sound financial decisions. At the same time, the parents may want the money to be available for the child for things like education and healthcare.   In … more

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