When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.