Month: December 2019
December 23, 2019
How to Stop Worrying About Running Out of Money in Retirement
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to…
December 20, 2019
Trusts – The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is…
December 19, 2019
Incapacity Planning
We’re guessing you don’t like to think about it – and – don’t like to talk about it, so we suggest you…
December 12, 2019
When Equal Isn’t Necessarily Fair
Equality is a noble concept and one many people turn to when deciding how to divide up their estate. There are many…
December 5, 2019
What does a discretionary trust mean?
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a special needs loved one – is not…
