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Trusts
October 14, 2019
A charitable trust is an important part of any philanthropist’s estate plan. Luckily, you don’t need to be a millionaire to have a charitable trust, and you can make a big difference with a minimal amount of money. The charitable trust is the best way to […]
August 10, 2019
Single moms do not have the luxury of ignoring their estate plans. Without another parent in the picture, you need to do all you can to ensure your children’s rights and interests are protected in the event of your death. One of the more valuable tools […]
June 15, 2019
Most people around Toledo know they should have some sort of estate planning in place–whether it be wills or living trusts. However, they procrastinate because of fear that planning for death will hasten its occurrence, or they think it’s too expensive. Others believe that no plan […]
June 8, 2019
A special needs trust is made specifically to a person with special needs. They manage assets and property for that person’s benefit. Simultaneously, they don’t compromising access to important government benefits. Special needs trusts supplement any government benefits the person with special needs may receive. A […]
March 27, 2019
A trust is a common estate planning tool used to protect beneficiaries and assets from the probate process and high estate taxes. This versatile tool is often found in estate plans and can serve a wide range of purposes for people who are planning for their […]