Estate Planning

Do I Need Life Insurance?

February 7, 2022

Even before the coronavirus pandemic, purchases of life insurance were increasing, and that trend has since accelerated. According to one study, overall application numbers are … Read more

What is Inheritance Tax?

July 14, 2021

An inheritance tax is, as its name suggests, a tax on what you inherit. The federal government doesn’t treat any assets inherited when someone dies … Read more

How to Fund Your Trust

April 21, 2021

Many people believe their living trust is complete once they sign a revocable living trust document into effect. When, in fact, it’s often the first … Read more