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The Pros and Cons of an Irrevocable Trust

April 16, 2021
If you’re thinking about creating a plan for how your estate should be handled, then you’re probably wondering whether you should create a will or a trust as part of your estate plan. While there are some definite...

How to Handle a Serious Unexpected Illness

March 31, 2021
If you’re a fan of the HBO series Succession, then you know that a serious and unexpected illness that leaves you incapacitated can spell big trouble for your family, particularly if you’re a high net worth individual....

7 Tips to Plan for Long-Term Elder Care

February 12, 2021
Planning for the unknown is a crucial component of any elder plan, and unfortunately, the need for long-term care can be a costly yet necessary expenditure for many aging Americans. Working with a Springfield long-term care...

Do I Need a Will or a Trust?

January 15, 2021
Planning for the day that you’re no longer here may not seem like the most positive thing to do with your time, but it’s essential if you wish to leave your loved ones with your estate and assets once you pass away....

Using a 1031 Exchange After a Sale

December 17, 2020
If you are gearing up to sell real estate, a business, or other investment assets, you may want to consider a 1031 exchange in order to defer taxes on these major sales and add more money to your bottom line. While you may...