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Why It Is Best to Have a Will and a Trust

In estate planning, wills and trusts each have specific purposes and unique advantages. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment…

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Gift Tax Explained

Anytime there is a transfer of assets, such as property or cash from one individual to another without receiving something in return of equal value, a gift tax is assessed. The asset has to be of a certain value for…

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Reasons to use an irrevocable life insurance trust

An irrevocable life insurance trust (ILIT) is created with a life insurance policy as its asset. As the name suggests, the trust grantor cannot, in any way, modify, amend, or rescind the trust or reclaim its property after its initial…

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Coming of Age and Powers of Attorney

When your child turns 18 (in most states), it might be hard to imagine that little child who once needed you for everything has now become – overnight – an adult. Now your child is free to vote, marry, apply…

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Portrait Of A Beautiful Senior Woman Laughing Outdoor. Mature Woman With Grey Hair Enjoying And Smiling. Cheerful Older Woman Relaxing In Outdoor Garden.

6 Things You Should Consider Before Retirement

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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Frugal Tips for Aging Well

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health…

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