TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn … [Read More...]
WHAT OUR CLIENTS SAY
From the seminar I first attended to the signing of my trust, an excellent experience. The entire staff was friendly and professional. Questions were answered clearly. The entire process of estate planning was painless. I highly recommend the firm for anyone considering creating a trust. Client service was truly exceptional.
- Meredith T.
