Blog

What Is a Discretionary Trust?

• November 25, 2019
• Kelvin Birk
• Estate Planning

Sometimes giving money or assets outright to a beneficiary -- such as a child, a grandchild, or a special needs loved one -- is not ideal for distributing your wealth in an estate plan.

When setting up a trust, using a discretionary trust provides peace of mind because of the protectio [...]

It’s Planning Season

• October 2, 2019
• Kelvin Birk
• Estate Planning

Just as there is a planting season on the farm, for each season there is planning that you must do with your business or on the farm. In order to be successful, this planning must be done thoughtfully and in advance. Your life is no different. To properly plan for the next season in your life and [...]