When should you review your Will?

June 22, 2020 |Administrator

It's recommended that you review your estate plan every 3-5 years. However, experiencing a major life event should prompt you to take a closer look sooner, rather than later.

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Estate planning goals

Estate Planning with Testamentary Trusts

June 01, 2020 |Administrator

A testamentary trust is an estate planning strategy that provides an alternative to a direct or outright distribution of estate assets. It allows you to control the timing and distribution to your beneficiaries.

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