Guiding Your Legacy with Confidence

Harvey Cox

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Post By Harvey

What Is a Lady Bird deed?

What Is a Lady Bird deed?

One lesser-known but highly effective tool in estate planning is the lady bird deed, also known as an enhanced life estate deed. Unfortunately, many who could benefit from this deed do not know how it actually works. As you start drafting your estate plan, you should...

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What Do Trust Companies Do?

What Do Trust Companies Do?

When managing your wealth and protecting your assets for future generations, trust companies play an important role. But what exactly do these financial institutions do, and how can they benefit you and your loved ones? Understanding the role of a trust company can...

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