Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. ...
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care. Money and taxes aside, here...
Things to Know About Wills A last will and testament is an important part of estate planning. Whether you need a will now, already have one, or want to make a will, I would like to give you a few things to think about when putting your estate plan together. ...
