Why There’s a Rockefeller in Your Trust
Every so often a client gets their trust home, reads it carefully (good for you — you should), and calls the office with…

Every so often a client gets their trust home, reads it carefully (good for you — you should), and calls the office with…
By Ledly Jennings, JD — L. Jennings Law, Private Client Group A dynasty trust is a legal structure that holds your family’s wealth…
One of the most common estate planning questions I get is this: “Should I just put my child on the deed to my…
When clients think about protecting their money in the bank, they often assume FDIC insurance automatically covers everything. The reality is more nuanced—and…
By Cordell McDonald A lot of people believe “If I have a will, my family won’t have to go through probate.” – it…
By Cordell McDonald When sitting across from someone dealing with an estate, I often hear some version of “Why is this taking so…
If you have a large IRA or 401(k), there’s a good chance it’s your largest asset. But here’s the problem: It’s also your…
If you have a large IRA or 401(k), it is likely one of the most valuable assets you own. It is also one…
Short answer:No—Medicaid cannot take your house while you are living.But if you don’t plan properly, they can place a lien on it after…
Introducing the Good Steward Family Continuity Plan If someone you love dies, the very first question most people ask is simple and overwhelming…