A trust is a legal document that allocates assets to a trustee. Per the instructions of the trust, the trustee will distribute assets to beneficiaries. Trusts are often highly flexible and act much like wills. But, a trust has the added advantage of circumventing...
Age Gracefully With A Plan In Place
Month: May 2023
5 mistakes to avoid when creating an estate plan
Creating an estate plan is a crucial step in ensuring the smooth transfer of assets and the protection of your loved ones after your passing. However, without careful consideration and guidance, individuals can easily make mistakes that may have long-lasting...