financial planning

Types of Wills

5 Minute Read A Will is a legal document that outlines how you would like your assets distributed after death. The “testator” refers to the individual creating the Will. A Will is important to have because it: There are several variations of the basic Will. Let’s discuss. MULTIPLE WILLS Creating more than one Will has […]

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Types of Trusts

5 Minute Read Trusts can be very powerful estate planning tools. They are, however, incredibly complicated. In this article, we briefly introduce different types of trusts and their purposes. Generally, a trust is a legal arrangement to allow individuals (settlor or grantor) to transfer assets to a trustee to hold and manage for the ultimate

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