Estate Planning

How are trusts and estates taxed on income?

Most individuals have a pretty good idea about how they are personally taxed. However, not everyone understands how trusts and estates are taxed. In…

Making your trust work by funding

Trusts are entities that are created for a variety of reasons, a trust is first and foremost an entity that is governed by the…

The SECURE Act and your estate plan

On December 20, 2019, the president signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) into law. The SECURE…