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Not a Billionaire? Trusts Can Still Be Beneficial

Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using trusts in estate planning. This is because they can help your heirs in many different ways.

Posted on: February 11, 2020

What’s the Best Thing to Do with an Inherited Investment?

Receiving an inheritance can be a double-edged sword. On the one hand, it's overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.

Posted on: February 10, 2020

What Does a Successor Trustee Do?

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?

Posted on: February 7, 2020

Protecting Adult Children with Disabilities

Adults with disabilities are living much longer than in the past, which means their aging parents must plan for the day when their dependent children outlive them.

Posted on: February 6, 2020

Some Estate Planning Actions for 2020

This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is protected for years to come.

Posted on: February 5, 2020

Estate Planning Documents for a Natural Ending

You know that you can always refuse life-sustaining medical treatment. The tricky part comes when you are no longer able to understand your options or communicate your wishes to the health care professionals.

Posted on: February 4, 2020

Do I Need Long-Term Care and Why?

Long-term care, often called custodial care, is a range of services and support to meet health or personal care needs over an extended period of time. This is non-medical care provided by non-licensed caregivers.

Posted on: February 3, 2020

How Will the New SECURE Act Impact My IRAs and 401(k)?

A new law could affect the IRAs and 401(k)s of millions of Americans in 2020.

Posted on: January 31, 2020

How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you'd treat a child; you'd want it to succeed even after you've passed on or retired.

Posted on: January 30, 2020