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Reviewing Your Estate Plan
As a general rule, it is good to review your plan after a major life event, a significant change in assets, or a change in law.
Garrett Smith
Apr 6, 20202 min read
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Common Mistakes to Avoid When Planning for Children with Special Needs
Special needs planning is complex. There are many critical decisions that have a profound impact on your child’s life.
Garrett Smith
Mar 25, 20202 min read
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How To Limit Personal Liability
Even the best business structure cannot make up for poor business practices.
Garrett Smith
Nov 4, 20192 min read
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Keep your Trust funded!
You may have heard that a trust needs to be funded, however, most people are unfamiliar with what that term means.
Garrett Smith
Nov 4, 20192 min read
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