trusts

trusts

David Lerner Associates: Leaving a Legacy
You've worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.

Estate Planning Basics
Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here's why - With few exceptions, everyone has an estate, even the young child with a bank account in his name that his grandparents set up, or the coming-of-age girl who received a gold necklace for her 16th birthday.

A Guide to Estate Planning
Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here's why.

Estate Planning
If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you'll need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.

Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

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