by amanda | Nov 25, 2023 | Uncategorized
It’s my favorite time of the year. Temperatures fall and spirits rise as we approach the holiday season. Read More
by amanda | Nov 15, 2023 | Uncategorized
When thinking of creating an estate plan, here are a few things to consider before finalizing your final wishes: Should you create a Will or a Trust? The essential difference between a will and a trust is that a trust avoids probate….By: Dunlap Bennett &...
by amanda | Nov 13, 2023 | Uncategorized
Trusts are vehicles that can assist in the preservation of wealth and property for future generations, protect assets, or carry out a charitable purpose. A trust is an entity created and governed under the state law in which it was formed. A trust involves the...
by amanda | Nov 11, 2023 | Uncategorized
Legacies and estate planning are often considered to be something later in life. Yet the truth is none of us have any idea when we might become incapacitated or pass away and consequently, understanding the various scenarios and making decisions we are comfortable...
by amanda | Nov 1, 2023 | Uncategorized
If you’re in line to receive a significant inheritance, your feelings may range from exhilaration to relief, not to mention a great deal of sadness for the loved one who has passed. Indeed, a large infusion of cash or assets can be overwhelming. Generally, when...