How Do I Know If I Need a Trust?
Do you need a revocable trust you can modify or change or an irrevocable trust you cannot modify and change?
estate
6 Common Mistakes People Make When Writing a Will
While planning for the end of life may not be fun, doing so offers peace of mind because it takes the uncertainty out of what will happen to your estate when you die.
Retirement planning: How ‘life’ gets in the way and how to overcome the obstacles
Retirement planning and estate planning go hand in hand. A solid retirement plan plan lays the foundation for a sound estate plan. But if you’re… Read More »Retirement planning: How ‘life’ gets in the way and how to overcome the obstacles
Are You Saving Enough for Retirement?
Retirement planning and estate planning go hand in hand. Funds you have saved that you don’t need in retirement will most likely go to your… Read More »Are You Saving Enough for Retirement?
Four Ways to Avoid Probate
Avoiding probate doesn’t have to be difficult. Many people can use these simple and effective ways to ensure that all, or some, of their property… Read More »Four Ways to Avoid Probate
Estate Planning for the Elderly and Those Who are Ill
Now is the time to take concrete steps to establish an estate plan. It’s also a good idea to think about what could happen before your… Read More »Estate Planning for the Elderly and Those Who are Ill