Todd thought estate planning was unnecessary. After all, his family and friends knew what he wanted, right? He trusted them to carry out his wishes after he was gone. Todd did not realize how not having an estate plan...
When the 'in-laws' become the 'out-laws', inherited assets may be seized through divorce proceedings if not properly protected. Learn how a retirement trust can help.
What is a trust protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to...
Hoping to leave your children an inheritance? If so, consider doing so during your lifetime as well.