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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...