Words matter

Words matter

The world of estates and trusts is full of terminology that may be confusing to people outside the industry. Below are some definitions to help you decide whether your executor, attorney or trustee will make decisions by themselves or with someone else. Sole Let’s say...
2020 year-end tax tips

2020 year-end tax tips

Year-end is a time when we start thinking about winding down. However, in the field of tax planning, the end of the year is when we need to take stock, and potentially take action. Below you will find important reminders and tips to help you navigate year-end tax...