Tuesday , 23 April 2024

Tag Archives: estate planning

Living (aka revocable) Trusts: What You Need To Know

Although living trusts can streamline the disposition of your estate, there are plenty of opportunities to make costly missteps, particularly when it comes to transferring your assets to a trust. This article address the ins and outs of setting up a living trust.

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Here’s What Happens If You Don’t Have A Will In Place When You Die (+2K Views)

Americans are really falling down on the job when it comes to estate planning in part because we just don't want to think about our own mortality and it can be hard to worry too much about what will happen to our assets after we're gone since we won't be around to see it but dying intestate does have some pretty serious consequences, even though you won't be the one experiencing them. Here's the sobering truth about what happens if you don't have a will in place when you die.

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Getting Lost in the Investment Maze? Get a New GPS (+2K Views)

Getting from point A to point B in the real world can be quite simple. In the investment world, the roadways are constantly shifting. Changes in interest rates, tax policies, unemployment, fiscal initiatives can represent obstacles and navigating these winding paths can require your very own GPS advice. Words: 494

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