Managing Finances in a Blended Family
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
July 21, 2022
Your Estate Plan should incorporate Asset Protection
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
July 20, 2022
Estate planning is vital for Unmarried Couples
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
July 19, 2022
Advantages to Establishing a Business Trust
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
July 18, 2022
Funeral Trust is an Option for Final Expenses
Setting up a funeral trust requires that a consumer take reasonable precautions and understand the process.
July 14, 2022
How to Manage Investments when Someone Dies
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
July 13, 2022
Becoming an Executor should be considered Carefully
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
July 12, 2022
Special Needs Trusts can Protect disabled Child
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
July 11, 2022
A reverse mortgage can provide for Long-Term Care
Can you use a reverse mortgage for long-term care?
July 6, 2022
Deciding where to Store your Documents is Critical
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
July 5, 2022