Tag Archives: assets
Estate Planning Mistakes and How to Avoid Them
Do you have an estate plan? We have mentioned in previous articles that estate plans are not just for the wealthy. There are benefits to establishing an estate plan whether you have a family or modest or complicated assets. Even though you may have created an estate plan, it is prudent to regularly review it, […]
Do You Need an Estate Plan?
Do you own a home? Have financial assets like stocks or savings accounts? Are concerned about what will happen to your minor children should you pass? Want to ensure your property is distributed in a certain order? If you answered yes to any of these questions, you need to consider estate planning. Estate planning is […]
What to Do After You Have Created a Trust
Estate planning trusts can be one of the more valuable options available to administer an individual’s financial affairs during a disability or at their death. Clients have often found that a living trust is superior to other methods. Most individuals understand that a trust involves the creation of a document (similar to expressing one’s wishes […]
Retirement Plan Trusts
Do you have an IRA or 401(k)? You may want to consider a retirement trust as a part of your estate plan. A majority of Americans have some type of retirement account. A retirement trust allows you to manage those accounts with distributions after death controlled in one document. Retirement trusts provide value to your […]
Protect Your Estate during a Divorce
The legal process of divorce can be overwhelming emotionally, especially as it relates to the financial disruption that occurs with the divorce process. Each divorcing person has an interest in protecting their financial future-not just the near term, but also following their death. Too often the divorce process focuses attention on the immediate change […]
