Why Filing a Gift Tax Return May be Necessary

Whether you are liable for any gift tax, you may still need to file an IRS Gift tax Return.

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Using Life Insurance as a Tool in your Financial Plan

Insurance is a safe guard and tool as part of your financial plan that should be reviewed  when life milestones occur such as marriage or divorce, health issues or nearing retirement.

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The Ins and Outs of Joint Ownership in an Estate Plan

Understand about the upside and downsides of joint ownership in your estate plan. 

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Types of Trusts

How They Can Protect Assets

Avoid Probate with a Fully  Funded Revocable Trust

When not properly funded you are subject to probate. We explain how to manage the trust assets.

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Why You Need an Inheritor's Trust

When gifting assets it is important to understand that gifts are a taxable inheritance.

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A Spendthrift Trust: A Prudent Option

To ensure your inheritance is being managed responsibly, consider a spendthrift trust. 

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