Q & A With Shivon – FAQ

Answering your questions about Estate Planning.

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What Is The Simplest Way To Leave Assets?

First you need to determine who you want things simple for. From there you have many options.

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Asset Protection For Your Beneficiaries

One benefit of leaving inheritances in trust is asset protection. Make sure your estate plan doesn't defeat that asset protection.

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Can I Be Taxed For Making A Gift?

Making a gift, intentionally or by accident, can make you liable for additional taxes.

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Young Couple Estate Planning – In-Laws

Young couples with Estate Plans can reduce conflict with in-laws in the event of a tragedy.

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