Estate Planning as a Career

Making a Difference, After You Are Gone

How do you want to be remembered? Do you want to impact the lives of others for years to come? Your legacy can live on forever with proper planning today.

The obituary in the local paper or the epitaph on a burial marker is sadly all we will have to remember many when they pass. But, this does not have to happen to you. Even if you feel you don’t have any assets or that it is too late, there are steps you can take to ensure th (more…)

If your estate is worth more than $4,000,000 a simple change in your will can reduce your federal estate tax liability by 50%. The plan is to use what is called an A-B trust. A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust. Generally this would be the children of the married couple but many variations exist an (more…)

The word “trust” has a ring of confidence to it. The dictionary describes the word trust as have confidence or faith in. Human nature tells us that we should trust and most of us are trusting. Many scam artists will play upon us to sell or take advantage in a way that will cause emotional and financial harm. One such scam is called “the pure trust.”

This trust involves a non-existing form of trust and it is known by a number of names such as the Commo (more…)