During estate planning, the focus is often on physical assets. People want to ensure that the appropriate people inherit the assets that have the most financial value or emotional significance. However, testators (those making the will) also need to consider their...
Helping You Reach Your Goals
Month: February 2025
What should you know about charitable trusts?
Creating an estate plan means that you need to start out by making a list of everyone you want to receive an inheritance from you when you pass away. While many people opt to leave their assets to their loved ones, there are some individuals who want to support a...