Living Trusts

Your home is your safe haven and a place to relax after a long day. You shouldn’t have to spend time worrying about what would happen …

For Finance Platinum and entity clients, the Structure and Implementation Workshop is led by one of Money Advisors partners Michael Bowman, Esq. as well as other …

For better or for worse…until death do us part; as the traditional vow goes. But what happens if a marriage doesn’t work out as planned? Lengthy …

Updated October 1, 2021 A letter of testamentary names its possessor and bearer as the executor of an estate. The executor of an estate has overarching …