Like Us on Facebook Join Us on Google Follow Us on Twitter Connect with Us on LinkedIn


Category: Trust Planning

Apr 14 2010

Joint Accounts- Potential Pitfalls To The Convenience

Today, many people name children, siblings, and others as joint tenants on their bank accounts. When asked, most will tell …

> Read This Article

Mar 02 2010

Planning for your Pets

For those of you with a special dog, cat, ferret or iguana in your life, an important part of your estate plan is specifying in your Will or Revocable Trust what happens if that pet survives you. Like most aspects of your planning, it’s up to each individual client what their wishes are, and there are a great range of options to provide for your fuzzy friends if something happens to you.

> Read This Article