Why Trusts Are Important Estate Planning Tools
Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive your retirement accounts and life insurance policies, and minimizing...
Blended Families and Wills in Estate Planning
Today, 16 percent of children in the United States live in blended families, according to U.S. Census data. This can include those living in households that have a stepparent, stepsibling, or half-sibling. In many cases, stepchildren receive the same treatment as full...
Gift of Home Equity: What It Is and How it Works
We are living through what’s been called the largest intergenerational wealth transfer in history. Tens of trillions of dollars are set to change hands between older and younger Americans over the next 20 years. More and more elders are choosing to pass on their...
