by Kathy Martin | Aug 28, 2019 | Money & Finance, Strategic Planning, Wealth Protection
If your children knew that they were beneficiaries of a trust how do you think that would affect them? Would they work hard and forge their own way in business? Would they ferret money away for their future so they could buy a house? Or would it foster a trust-fund...
by Kathy Martin | Oct 12, 2018 | Wealth Protection
Lorraine and Shane already had some legal and financial structures in place. They assumed these would safeguard them should any unforeseen circumstances arise. With a young child on board, they wanted to make sure all their ducks were in a row. Lorraine and Shane were...