Estate Plan Trusts

A living will is a legal document that you create to prepare your medical care and finances in the event that you become incapacitated and cannot make decisions for yourself. It is a way to plan ahead in the event of an emergency. Each state has different laws governing living …

An endowment can be a great way to gift money or property to an institution. It stipulates that the gift be invested and the principal always remain intact. This means that the institution will have a continuous flow of funds from the interest. There are many types of endowments that …

Jacquelyn Kennedy Onassis was a very private person. Surprising when you consider the public life she led – but true. She was famous for keeping her private life private. Why am I telling you this? The other day, my CPA was telling me that the office he previously worked in …