Financial How Tos

Estate Planning

Cosden’s revocable trust became irrevocable at her death in 2010. The trustees of the trust were Yvonne’s only Yvonne child, Christopher, and Yvonne’s personal assistant and friend, Joseph Horgan…

Total Return Trusts

Trust income shall be paid to my wife at least annually, and the trust remainder shall be paid to my children at her death.” That common phrase, familiar to generations of trust lawyers, sounds simple, but it is not. What is “income”?

Housing 101

Moving into your own place can be exciting and frightening at the same time. Here are some helpful terms to know before you buy your first home.

Ready for a new Home?

If you know what to expect – and you have a trusted team of real estate and mortgage lending professionals to guide you – finding and financing your first home can be an exciting and rewarding experience.

Fraud Prevention

It’s not always easy to identify online fraud but knowing how to protect yourself against cybercrime can be your number one defensive measure.

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