» Trusts

A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f… Read More

Estate planning for blended families is a complex subject. The process may involve unique challenges because an absolute answer for determining how property should be handled does not exist. This post will give you an overview of some property distri… Read More

A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da… Read More

Instead of naming an individual as a beneficiary for your retirement account, you can help that savings grow even more by naming a standalone retirement trust. The trust then provides for your beneficiaries and distributes money each year. Some of th… Read More

In 2015, NPR aired a segment on issues facing women in retirement. One of the points made is the lack of saving by many women combined with a longer life expectancy. Added to that is a complication of our mobile society: although years ago the childr… Read More