Estate planning when you’re scared: What you can do

Creating a new estate plan or altering one that you already have is never easy. In fact, depending on the circumstances, it can be downright scary and intimidating. Just because you’re scared doesn’t mean you can put estate planning on the back burner and hope for the...

What is an incentive trust?

An incentive trust is one that sets up requirements that a person has to meet before they get the money or other assets in the trust. It is one tool that you can use during your estate planning to impact how your heirs choose to live after you pass away. Generally...