Estate planning later in life comes with unique questions and choices. Although creating or updating your estate planning may seem like a daunting task, a proper estate plan can help address the concerns you may face as a senior...
After all is said and done, what is the real legacy you leave? How will people remember you? Money and property are important, but they can also make emotions run high and introduce new problems. Perhaps a deeper introspection is...
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...
Over the years, people have become more aware of the benefits of contributing to retirement plans. And with baby boomers retiring, the question becomes how to protect this investment if they don’t spend it all. Realizing that the money...
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!