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Matthew & Jaime Simon, Bellefontaine, Ohio

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Greg and his entire team took the time to educate us, offer guidance, and structure a comprehensive plan.

Revocable Trusts vs. Irrevocable Trusts

Revocable Trusts vs. Irrevocable Trusts

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Revocable Trusts vs. Irrevocable Trusts

Many people know a Will says where your stuff goes. But far fewer understand how a trust works. Some even have a trust of some sort but don’t really know how it works. But what kind of trust is right for you? That depends largely on your goals. First, all trusts …