Should You Name a Trust as Beneficiary of Your IRA?
Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
test-standard
test-standard
test-standard
test-standard
test-standard
test-standard
December 4, 2014
Estate Planning, Trusts, Wills
Estate Planning, Trusts, Wills
Estate Planning 101 – The Basics
Estate planning is the process of determining how to manage your property and assets during your lifetime and following death...
October 7, 2014
Long Term Care, Long Term Care Planning, Trusts
Long Term Care, Long Term Care Planning, Trusts
Why Would One Use A Trust to Help Plan for Long Term Care?
Planning for long-term care involves the consideration of many factors. There are a number of reasons that trusts can be...
September 15, 2014
Trusts
Trusts
When Should You Use A Trust? Are There Different Types of Trusts?
When would it make financial sense to place our assets in a Trust? A trust is an estate planning document...
August 21, 2014
Special Needs Trusts, Trusts
Special Needs Trusts, Trusts
What is a Special Needs Trust?
While the majority of the clients we see love their children equally and wish to treat them equally when they...
August 5, 2014
Trust Administration
Trust Administration
Trust Administration – What You Need to Know BEFORE You Agree to Administer a Trust
Question: What are some of the things I should know BEFORE I agree to be the Administrator of someone's Trust? Answer: ...