12 Estate Planning Blunders You Cannot Afford to Make
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, ...
Enriching Life with a Third-Party Special Needs Trust
A special needs trust (SNT) allows an individual to provide for a beneficiary without jeopardizing the beneficiary’s eligibility for needs-based government benefits. SNT funds can generally be used to pay ...
Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider ...
Guardianships & Conservatorships and How to Avoid Them
Guardianships & Conservatorships and How to Avoid Them If a person becomes mentally or physically handicapped and can no longer make rational decisions about their person or their finances, their ...
Creditors Are a Threat to Inherited Retirement Accounts
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts ...