Latest Blog Posts

What if I end up using up my retirement account during my lifetime??

Posted on: July 17th, 2017
Even after you set up a standalone retirement trust, you’ll have full control and the right to enjoy your retirement funds for years....

How to Minimize Legal Fees After Death

Posted on: July 14th, 2017
Careful planning can minimize the legal fees your loved ones will pay after you die. ...

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: July 12th, 2017
Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits. This is absolutely not true....

Life Insurance: How Much and What Kind?

Posted on: July 10th, 2017
Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us. ...
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