July 2020

What is a Grantor?
If you are curious about the meaning of the term “Grantor,” then you are most likely starting to do some estate planning. Perhaps you are preparing estate planning documents yourself, [...]
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Do You Need a Living Trust or a Will?
You have devoted your life to your career, to saving for the future, and to providing for your family. Now that you have accumulated some assets and have an estate [...]
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Gloomy Skies Create a Perfect Storm for Wealth Transfer Opportunities
Our portfolios have taken a fairly serious hit in the first half of 2020. Not only has the stock market pulled back in response to the global pandemic, but it [...]
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What Are the Rights of Creditors and Surviving Family Members in Probate?
After a loved one passes away, it can be a very emotional, overwhelming time. The last thing on the family’s mind may be settling the deceased’s estate. But unfortunately, the [...]
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