To Our Friends, We are writing to you during uncertain times as we endure the safety precautions of the novel coronavirus and the simultaneous impact on the global financial markets. First and foremost, we are thinking about the health and well being of all of you, as...
We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us...
In my next few blogs I will discuss Special Needs Trust (SNT), also referred to as a Supplemental Needs Trust, which I believe are often underutilized and misunderstood. Let’s begin with a simple definition of a Special Needs Trust: A SNT is a trust that aims to...
In my previous blog a living trust was defined as a written document in which assets are placed in a trust for the benefit of an individual during his or her lifetime. Generally speaking, this type of trust is created for the grantor’s own benefit while alive. He or...
We all know that most New Year’s Resolutions don’t make it past February let alone an entire year (actually, how many of your resolutions are really going strong after just a week?). What if sticking to that plan of just saving an extra 1% of your salary into your...
