by Jerome Porter | Feb 11, 2022 | Estate Planning
A will and a trust both offer specific and quite different estate planning benefits. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should complement the other. As a...
by Jerome Porter | Jan 21, 2022 | Estate Planning
It may seem simple to leave your property to your heirs. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and retirement accounts, and you’re...
by Jerome Porter | Jan 7, 2022 | Estate Planning
The passing of a spouse is not only a very emotional challenge but can be financially difficult as well. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than...
by Jerome Porter | Sep 24, 2021 | Estate Planning
Protection of your children’s and grandchildren’s inheritance from creditors can be accomplished through estate planning. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing probate. This allows specific trust...
