Insights

Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.

What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.

What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.