Does my Trust or Estate Need a Tax ID Number?
Why bother with a tax identification number for a trust or estate?
DetailsWhy bother with a tax identification number for a trust or estate?
DetailsThere are many things we prepare for in life, getting married, having kids, buying a home, retirement, etc. Unfortunately, most of us do not prepare for the day we notice that our parents, grandparents, or other aging loved one needs more help than before. They seem to be doing fine in some areas of their life,…
DetailsHave you made plans for your funeral? If you have, who knows about your plans?
DetailsSomething to think about… Standing at the edge of the grave on a beautiful June day, looking down at his father’s casket, Larry Smith was more angry than sad. Dave Smith paid the ultimate price for his stubbornness. His death left a void in the family. He was the last of his generation. He had a gift of…
DetailsIf you have a Revocable Trust and you buy a new asset – what name should go on the title? Susan Graham discusses in this video.
DetailsFifteen family members from age 3 to 85 gathered at their grandparents’ farm house for a Sunday Birthday dinner for Betty. The grandparents, Betty and George, have lived on this farm for 60 years, their entire married life. After dessert, their grandson, Chase, age 16 asked George if he had been hunting for elk this…
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