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...
For many, the end of the year marked another annual review at work. For some, that review may have been upsetting – were you passed over for a promotion? Does your raise (or lack of) seem pathetic? Do your long hours at the office and hard work seem overlooked? ...
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...
If it feels like everyone took secret classes on how to manage and save money – you’re not alone. The focus of this series is to help answer the questions you may be too afraid to ask so you can make smarter decisions about how to spend, save, invest, avoid tax...
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...
