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Do I Need a Spendthrift Trust?

Posted by John Henry | Aug 28, 2023 | 0 Comments

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance is $69,000; the median for trust fund wealth transfers is $285,000. Many individuals planning their legacies wish to provide for their f...

Top 8 Frequently Asked Questions on Wills

Posted by John Henry | Aug 14, 2023 | 0 Comments

Starting an estate plan can be overwhelming, and you probably have many questions. You are not alone. Below are eight questions people often ask about last wills and testaments as they begin to think about estate planning. 1. Aren't Wills Only for Wealthy People? This is a common myth. Last w...

Is Decanting the Answer to Modify an Irrevocable Trust?

Posted by John Henry | Jul 31, 2023 | 0 Comments

A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or irrevocable. If you (the grantor) choose to create a revocable trust, you can modify it at any point during your lifetime. With irrevocable trusts, however, you generally cannot make any cha...

Plan before illness strikes!

Posted by John Henry | May 01, 2023 | 0 Comments

According to a new study completed by, a mere one in three people has an estate plan in place. Worse yet, more than 40 percent of those without a will report that they wouldn't create one until they had encountered a serious health concern.  In the wake of the pandemic, more people rec...