Wills and Trust’s

Choosing an Executor for Your Estate
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Choosing an Executor for Your Estate

Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

Tanya Davis2021-11-18T21:59:22+00:00September 21st, 2020|Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|

Smart Ways to Take Control of a Trust
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Smart Ways to Take Control of a Trust

Asset Protection, Irrevocable Trusts, Wills and Trusts

Smart Ways to Take Control of a Trust

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up a Trust, or you may hold an inheritance you received in a Trust that was created decades ago. Trouble is, too many families relinquish more control over their Trust’s than they need to,

Tanya Davis2021-11-18T20:50:07+00:00July 28th, 2020|Asset Protection, Irrevocable Trusts, Wills and Trusts|