When it comes to estate planning and securing financial stability for your loved ones, both Individual Retirement Accounts (IRAs) and trusts play pivotal roles. Though they serve different functions, they share common ground in the realm of legacy planning....
It’s officially November, which means shopping malls everywhere are queuing up their holiday playlists and storefronts will soon be decked with holly. The holiday spirit is in the air, and it’s got us thinking about what that means in the world of estate planning. How...
It’s October, the month of sugar highs and paranormal disguise. Soon, the street will be teeming with the undead, and so what better time than now to talk about protecting your family from beyond the grave? You don’t have to believe in an afterlife to understand that...
Your spouse’s passing is among the hardest hurdles you’ll ever face. When you’ve built a life with another person, losing them does not just mean losing your best friend and biggest supporter, it also means losing a part of who you are. Your partner is gone, and the...
Confidently choosing the right trustee for any trust is a difficult and extremely important decision. The decision becomes even more important in the case of choosing the right trustee for the trust you have created to protect your loved one with special...
Anyone with children knows the worry of what will happen to them when you’re gone. After all, even sturdy, successful kids can be knocked off their feet which is why many parents try to leave a cushion in the form of an inheritance. Doing so means building a financial...
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