Most people use wills and trusts to pass accounts and property to their loved ones upon their death. These basic legal instruments can be used separately or together. For example, a revocable living trust can be used in place of a will, but the two are not mutually exclusive. A special type of will known […]
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While it is common for parents to make plans to support their family if a working parent is injured, incapacitated, or dies, it is also important to make plans in case these same circumstances happen to the stay-at-home parent. Stay-at-home parents make valuable non-financial contributions that would be expensive to replace. Do you have plans […]
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Many people love to spend their summers at the beach, but experienced beachgoers know that unseen dangers can lie behind the joys of the sun and sand. For example, the undertow is a powerful water current below the surface that moves away from shore as the waves approach. The undertow can knock a person off […]
Read MoreYou work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect inheritance. Don’t be one of them! Take control of your wealth distribution by understanding what wills don’t […]
Read MoreIn this article, I will explore the question “Will or trust estate planning, which is right for me?” I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is […]
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