What is a Revocable Living Trust?
A revocable trust can be a great tool for estate planning, as it offers people many advantages. For example, it allows you to skip the probate court process, avoid conservatorship, […]
Estate Planning 101
Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut from not believing they have enough […]
What are my Options if I Inherit an IRA?
Any inheritance can be complicated, but inherited IRAs—with the many rules that govern their distributions—tend to be especially complex. When handled with care, however, they can offer substantial long-term advantages. […]
Estate Planning Mistakes to Avoid
Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in […]
Don’t grow older—grow wiser
Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and […]