When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
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 beneficiary of a retirement plan, whether it is a 401(k), […]
The Estate Planning Dealership: We Offer Different Models of Trusts to Suit Your Individual Needs
Is a trust necessary in your estate plan? The answer may surprise you.
Beyond Generous, Creating a Trust for Gifts to Your Grandchildren is Financially Smart
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 with Children Who Have Special Needs
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 from the levels of care, varying greatly from situation to situation. Proper planning on the parents part will not only benefit the child, including […]
