Is Inheriting in a Trust a Must?

Why your children should inherit in a trust …. You lovingly bring your children into this world. You raise your children with love. You may even create a an estate plan to safely pass on your assets as well as a legacy of love. But does your plan simply leave...

Newly Single? Financial Self-Protection Tips

If you have a lost a partner or spouse whether through divorce or death, being newly single can be not only an emotionally painful experience, but a financially difficult experience as well. Below are 5 self-protection steps you can take to get back on track...

Asset Protection Strategies to Shield Your Real Estate

If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss.  Liability insurance should be your first line...

Tips & Rules for Estate Executors and Administrators

If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails.  Most parents name a child as an executor, but seldom do children then do the necessary research to see what...

New Help for Financial Caregivers

If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best...