Our Estate Planning Blog
When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.
Easier-to-read form highlights retirement income streams and other tax benefits for citizens 65 and older.
You make things easier for the children, by planning for the possibility of a nursing home stay because you take the burden off the children to make crisis decisions for your long-term care costs.
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
Life insurance can offer income and saving options for the long term.
Some things don’t disappear even when you die, including credit card debt.
One in five Americans has married at least twice. However, a sobering 60% of second marriages end in divorce, the Census Bureau found.
Sometimes you have to hold the reins tight, especially when it comes to money. A spendthrift trust does exactly that.
Getting older often represents new opportunities, such as enjoying retirement and spending time with grandchildren. However, aging also means that individuals are at a higher risk for health-related struggles, such as Alzheimer’s disease.