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Top 5 Tips for Trustees

A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...

How to Plan for a Loved One with Special Needs

Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...

Be Smart and Make a Business Plan

Thinking about staring your own business? You probably already know that you need a business plan. Business plans are required when pitching your business to investors, business plans outline specific, concrete actions you must take to achieve your goal, business...

Common Estate Planning Myths DEBUNKED

An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...

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