by admin | May 5, 2023 | Blog
In creating an estate plan, you are proactively taking steps to ensure that your assets will be distributed according to your wishes in the wake of your death. One tool available to you in estate planning is known as a trust. There are numerous kinds of trusts. If you...
by admin | May 5, 2023 | Blog
A power of attorney is a powerful planning document that enables you (the “principal”) to give another person (the “agent” or “attorney-in-fact”) the power to act for you while you are alive. Because it is often prepared in the context of estate planning, many believe...
by admin | May 5, 2023 | Blog
In the wake of the pandemic, rising inflation, mass shooting tragedies, and other events, more people recognize that they need to plan for the future. Yet while financial planning has been at the top of many Americans’ minds, a vast majority of people have stalled in...
by admin | May 5, 2023 | Videos & Webinar Recordings
Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients, financial advisors, CPAs, and other professionals really understand the potential power and application of these estate planning, asset protection...
by admin | May 5, 2023 | Videos & Webinar Recordings
The real estate market has changed since we welcomed Realtors Donna Weaver and Karen Lawlor of the Wendy Slaughter Team several months ago. Donna and Karen are back to talk about local and national statistics, home prices, and current inventory, and share some answers...
