Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate. There are a lot of good reasons to name a trust as a beneficiary of a retirement plan, whether it is a […]
Is a trust necessary in your estate plan? The answer may surprise you.
The financial stability to leave our grandchildren an inheritance is something we all aspire to be able to do. We want our loved ones to have something to remember us by and leaving a sum of money is a common choice. Setting up a trust is often overlooked in the planning process. There are tax […]
Estate planning is always a good practice, but when it comes to a parent that has a child who has special needs, it is almost a necessity. All cases are different in the levels of care, varying greatly from situation to situation. Proper planning on the parent’s part will not only benefit the child, including […]