3 Common Gifting Mistakes
Tis the season to be gifting...or so many of the headlines would suggest these days. Gifting can be a very effective estate planning tool, and for some, it accomplishes their…
HOW CAN AN IRREVOCABLE TRUST BENEFIT YOU? – Part 2
Last time, we discussed asset protection and protection against estate, income, and capital gains taxes through irrevocable trusts. Here are some other benefits of irrevocable trusts: Special Needs If you…
Does jointly-held property avoid probate?
I cannot tell you the number of times I have heard from someone that they were told by [insert name] that if they put their spouse or child on the…
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