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Is a Trust Right For Your Estate Plan?

Is a Trust Right For Your Estate Plan?

When you evaluate your current estate plan, you should ask: “Is a Trust right for me?  At the beginning of each year, we encourage everyone to review their estate plan or lack thereof.  Do you have the proper tools to protect yourself if you become...
8 Tips To Help Make Accounting Easier

8 Tips To Help Make Accounting Easier

If you are one of the millions of Americans who are helping manage someone else’s money,  you are likely required to provide an accounting.  An accounting is an itemized explanation of how you spent the money you were managing.  If you are a trustee, guardian,...