Private Wealth Strategist 

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

Useful information about what estate planning might look like for blended families.

A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.

Considering creating a trust for your family? Christi Shell, Certified Wealth Strategist®, covers what to think about and what to consider as you create a trust.