Estate planning is necessary—not just to protect your assets—but to help yourself should you become incapacitated. As part of the process, you want to be set up as best you can to help your family avoid a court probate process. This can be a lengthy process and ultimately your wishes may not be met. To avoid probate, you can do … Read More
The Problem With Leaving Real Estate to Your Heirs
Here’s the problem when you leave a home to your heirs, namely your children.
The dirty little secret bank trust departments hope you never discover
If you know someone who is a trust beneficiary and they aren’t happy with their current trustee fees, service or performance tell them to watch this. There is hope…
Does Your Financial Strategy Account for Inflation?
What is your financial strategy to keep up with or outpace inflation? Thanks to modern medicine, you’re going to live longer and you may need two or three times your current income in the future just to maintain your current lifestyle. I cannot stress this enough: If you need to have $70,000 annually to spend, you need to have a … Read More