Trust — Our Blog | Parkshore Wealth Management

Posts tagged Trust

Essential Tips for Effective Estate Planning

Here are estate planning strategies to help make sure your assets are distributed according to your wishes.

Estate PlanningParkshore Wealth ManagementJune 1, 2024Trust, Estate Plan, Beneficiary, Spouse, Titling, Right of Survivorship, Estate Planning Attorney, Financial Advisor, Estate Taxes

The COVID-19 Wake-Up Call: Is Your Estate Plan in Order?

Let COVID-19 be a wake-up call. Follow these steps to get your estate plan in order.

Estate PlanningParkshore Wealth ManagementAugust 27, 2020COVID-19, Coronavirus, Will, Trust, Beneficiary, Power of Attorney, Advance Directives