Sarah Ventris
Oct 26, 20212 min read
Why You Need a Trust - Even if You Aren't Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...
6 views0 comments
Sarah Ventris
Oct 26, 20216 min read
With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...
4 views0 comments
Sarah Ventris
Oct 24, 20213 min read
How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...
8 views0 comments
Sarah Ventris
Oct 17, 20212 min read
Why You Need a Trust - Even if You Aren't Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...
8 views0 comments
Sarah Ventris
Oct 12, 20216 min read
With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...
5 views0 comments
Sarah Ventris
Oct 3, 20218 min read
House Dems Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Plan
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...
16 views0 comments
Sarah Ventris
Sep 26, 20219 min read
Not-So-Happy Accident: Bob Ross’ Estate Planning Failures Leave His Son with Next to Nothing—Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...
7 views0 comments