
lynette597
- Jan 21
- 5 min
Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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Sarah Ventris
- Nov 29, 2022
- 7 min
How Will a Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...
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Sarah Ventris
- Oct 22, 2022
- 6 min
TRUSTS & TAXES: WHAT YOU NEED TO KNOW
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
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Sarah Ventris
- Aug 1, 2022
- 5 min
4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
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Sarah Ventris
- Apr 10, 2022
- 4 min
Does Your Family Need Umbrella Insurance?
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is...
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Sarah Ventris
- Apr 2, 2022
- 7 min
Protect Your Children’s Inheritance with a Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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