If You’ve Been Asked to Serve As Trustee, Here’s What You Should KnowMatthew WasingerJune 22, 2022 If You’ve Been Asked to Serve As Trustee, Here’s What You Should Know If a family member or friend ... Read More
How To Pass on Family Heirlooms & Keepsakes Without Causing A Family FeudMatthew WasingerJune 16, 2022 How To Pass on Family Heirlooms & Keepsakes Without Causing A Family Feud When creating an estate plan, people ... Read More
Don’t Let Your Kids Leave Home Without Signing These 3 DocumentsMatthew WasingerJune 9, 2022 Don’t Let Your Kids Leave Home Without Signing These 3 Documents As we head into summer, many parents will ... Read More
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2Matthew WasingerJune 2, 2022 10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2 Because estate planning involves actively thinking about ... Read More
How Creating a Life & Legacy Plan with Us Creates and Preserves Your Family’s LegacyMatthew WasingerMay 11, 2022 How Creating a Life & Legacy Plan with Us Creates and Preserves Your Family’s Legacy When you think about ... Read More
3 Reasons Why Transferring Ownership of Your Home To Your Child Is A Bad IdeaMatthew WasingerMay 5, 2022 3 Reasons Why Transferring Ownership of Your Home To Your Child Is A Bad Idea Whether it’s to qualify ... Read More
How Naming Guardians For Your Kids In Your Will Can Leave Them At RiskMatthew WasingerApril 29, 2022 How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk If you are a mom ... Read More
Does Your Family Need Umbrella Insurance?Matthew WasingerApril 21, 2022 Does Your Family Need Umbrella Insurance? In today’s highly litigious society you are at near-constant risk for costly ... Read More
Protect Your Children’s Inheritance with A Lifetime Asset Protection TrustMatthew WasingerApril 14, 2022 Protect Your Children’s Inheritance with A Lifetime Asset Protection Trust As a parent, you’re likely hoping to leave your ... Read More
7 Last-Minute Moves to Save on Your TaxesMatthew WasingerApril 7, 20227 Last-Minute Moves to Save on Your Taxes Although many strategies to save on your income taxes must be locked ... Read More