

Why You Need a Trust - Even if You Aren't Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...

Sarah Ventris
Oct 17, 20212 min read


With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...

Sarah Ventris
Oct 12, 20216 min read


House Dems Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Plan
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...

Sarah Ventris
Oct 3, 20218 min read


Not-So-Happy Accident: Bob Ross’ Estate Planning Failures Leave His Son with Next to Nothing—Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...

Sarah Ventris
Sep 26, 20219 min read


Not-So-Happy Accident: Bob Ross’ Estate Planning Failures Leave His Son With Next to Nothing-Part 1
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...

Sarah Ventris
Sep 19, 20218 min read


Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school...

Sarah Ventris
Sep 13, 20214 min read


3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are...

Sarah Ventris
Sep 5, 20215 min read





