How to Avoid Probate without a Trust Avoiding probate without a trust is not always the best solution but it is possible. Most of my clients come to my office with the primary objective of avoiding probate. If your goal is to transfer your assets free of probate, a Living Trust may be a [...]
Choosing a Tax Preparer Choosing a tax preparer is important because tax preparation can be complex. In this article, we will go over the different types of tax preparers you can choose from. Then you can decide which is the best fit for your situation. Prepare Your Taxes Yourself You [...]
Choosing a Financial Advisor Choosing a financial advisor to manage your life savings should not be taken lightly. They will make the difference between financial success and trouble. In this article, we will go over how you should go about choosing the best financial advisor for your own personal needs. Financial Advisor vs. Financial [...]
