by Jerome Porter | Aug 25, 2022 | Estate Planning
It has become more important than ever to have a will, a living will, and perhaps even a living trust as a result of the COVID-19 pandemic in the US. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will...
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...
