Chronic Health Conditions Could Affect Retirement Savings and Estate
A new study finds that later born generations of older adults in the United States are more likely to suffer from chronic health conditions when compared with p ...
What To Consider Before Placing Assets in a Charitable Remainder Trust
Plenty of people intend to accomplish philanthropic goals through their estate and may consider irrevocable trust tools such as a charitable remainder trust, bu ...
What Is the Difference Between A Third Party And First Party Special Needs Trust?
Planning ahead for the future of a child with special needs requires advanced considerations. Outright gifts of money could accidentally bar your loved one from ...
Are Assets Moved To A Revocable Trust Protected From Creditors?
There are many different myths out there about how trusts can be used in the estate planning process, and it is very important to educate yourself as well as to ...
Preparing For the Third Phase of Your Financial Life
Most people go through three major phases with finances in their life. The first financial phase is build and grow when you're first starting your career and ar ...
Can I Put Restrictions On An Inheritance?
You may be thinking carefully about the legacy you wish to leave behind for your loved ones, and the unique considerations of your family dynamics and your indi ...