Information about Living trust and glasses on it.

Revocable Living Trust

April 14th, 2025
Posted By
William H. Gaggos
A Revocable Living Trust is a written document in which you, the grantor of the Trust, set forth in detail the arrangements for the management and distribution of your property during your lifetime and after your death. Typically, you will serve as t… Read More
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Living trust and Estate Planning text on Document form and Gavel isolated on office desk.

Trust & Estate

November 30th, 2024
Posted By
William H. Gaggos
The administration of Trusts and Estates for deceased and incapacitated persons is more complicated than you might think. Whether a person has a Revocable Trust, a simple Last Will, or no estate planning documents, action must be taken to handle his… Read More
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Close up of woman using calculator and holding receipts while managing finances at home

Becoming The Family Banker

September 9th, 2024
Posted By
William H. Gaggos
Family members sometimes loan money to each other. These “related party” loans are given with the best intentions and, most of the time, are repaid timely and without any problems. However, there are many things to think about before lending or b… Read More
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