Helping Clients Manage Risks and Grow Assets.
Estate Planning and Property Ownership
The term, “settling an estate” is a term used to refer to the process of gathering up all the decedent’s assets and paying off the last bills, taxes and creditors, and then transferring the remaining assets to heirs and beneficiaries.
Estate Planning - Revocable and Irrevocable Living Trusts
Estate planning* is an essential part of the long-term financial planning process. Many people don’t like to talk about possible health issues, death, taxes or the possibility of running out of money. They consider