- Helping you plan for your family's tomorrow at every stage of your life.
Category Archives: Trusts
After reading my last blog post, a friend pointed out that you can only understand the benefits of a living trust if you know about the process of probate, and why you would want to avoid going through it. Probate … Continue reading
This post was prompted by a question a good friend asked me. He is in his mid-30’s with a wife, two kids, a house, and a modest retirement account. My friend asked me if it was true that for anyone … Continue reading
Typically, our children are in the greatest financial need at the time they are raising a family. But if we expect to see our grandchildren grow, the inheritance we plan to leave for our children won’t be available until after … Continue reading
With people divorcing more often and living much longer than they did in the past, the frequency of remarriage is increasing. This results in a greater number of blended families. It is not uncommon now for couples to have “his, … Continue reading