March 13, 2024Estate Planning What is an Estate Plan, and Who Needs One? [embed]https://youtu.be/Nh3mQRETHz8[/embed] You often hear that everyone needs an estate plan, but you don’t often hear exactly what that means. As...
May 26, 2020Estate Planning, Living Trust What Is the Role of a Trust in an Estate Plan? For many individuals, creating an estate plan that includes a trust is the best way to accomplish their goals during...