June 12, 2020 •
Estate Planning ![]()
Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is. In simple terms, it’s a legal entity that allows you to transfer assets to the ownership of a trustee.
Read MoreJune 10, 2020 •
Estate Planning ![]()
While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.
Read MoreJune 8, 2020 •
Estate Planning ![]()
A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.
Read MoreJune 4, 2020 •
Estate Planning ![]()
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.
Read MoreJune 3, 2020 •
Estate Planning ![]()
Little Richard was 87 when he died, which means the pop revolution he helped popularize -- rock and roll itself – is now old enough to collect Social Security.
Read MoreMay 29, 2020 •
Estate Planning ![]()
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
Read MoreMay 27, 2020 •
Estate Planning ![]()
Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.
Read MoreMay 25, 2020 •
Estate Planning ![]()
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Read MoreMay 22, 2020 •
Estate Planning ![]()
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Read MoreMay 15, 2020 •
Estate Planning 
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
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