» Transfer of Assets

Who Ultimately Benefitted the Most from Marilyn Monroe’s Estate?

July 28th, 2017
In the design work we perform for our clients, we often use various types of trusts.  There are  many things a trust can do including helping to address issues related to incapacity, protecting your assets from creditors, and avoiding or minimizing… Read More
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Categories: Estate Planning, Estate Settlement, Probate, Transfer of Assets

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    We were facing heavy medical expenses with a modest inheritance and little to no income. Hank’s advice to establish a living estate was brilliant and his continued advice in handling our finances has been a blessing. As our health deteriorates,… Read More
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