by Ali Aderholdt | Apr 15, 2024 | Estate Planning, Legacy Preservation
Think estate planning is only about drafting a last will and testament or allocating assets? It is not! It is actually about the creation of your legacy as well as a smooth transition for the management of your estate after you pass away. Are you seeking a way to... 
by Ali Aderholdt | Aug 16, 2022 | Estate Planning
Are you and your spouse considering adding a Spousal Lifetime Access Trust to your current estate plan? A Spousal Lifetime Access Trust, more commonly referred to as a “SLAT,” is an estate planning tool that you and your spouse may want to use. It allows you to remove... 
by Ali Aderholdt | Aug 2, 2022 | Estate Planning
Are you considering adding a trust to your estate plan, but not sure what a trust can do? A trust is an estate planning tool into which you place your assets. These assets are then managed by a trustee selected by you for the benefit of the trust’s beneficiaries....
