The trust is a very popular component and tool to be used in our Estate Planning. However, there is a variety of vastly different Trust options to be used. We will clearly define the strengths and weaknesses of different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts.

A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it taxes, weather, location, debt or income, cost of living or health concerns? When should we start this discussion? Did you know many states do not tax Social Security, pensions or other retirement income sources? Which are the worst states for Estate Taxes? All these issues will be discussed with questions encouraged.

The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through your questions and more! Get the answers you need and learn how to create an effective plan.