Tax Audit Defense

By Kristy Phillips Tax Audit A Tax audit comes with taxes. April 15 is here and as you file your taxes, you may be thinking about tax audit defense. If you haven’t, you should be. I was shocked to read in Bloomberg that Uncle Sam is auditing

Probate

What is Probate? The Word probate means to prove. It is a general name or term used to include all matters over which a probate court has jurisdiction. This includes the traditional proof of wills, the disposition of estates the appointment of guardians and conservators, changing a

Living Trust

Living Trust Definition A Living Trust is simple an agreement – a relationship – the grantor has with the trustee.  The word “trust” will refer to the written document that defines the relationship between the grantor and the trustee.  There are many types of trusts.  Each one

How To Make a Will

Making a will is easy. You can do it yourself with a pencil and paper. If you plan on doing it yourself, there are a couple of caveats you should know. First it must be in your handwriting. Don’t get fancy and use your computer and type it.