How to protect a child’s inheritance from divorce

A child’s wedding day is one of the happiest occasions in life for most parents, especially when they approve wholeheartedly of that child’s choice of mate. Sometimes, however, the choice is not always welcomed and parents become concerned about how to protect assets they plan to leave their children in case of a divorce. Or other times, there simply is Continue Reading →

Inheriting a Retirement Account

You’ve done your homework and established a trust as the cornerstone of your legacy planning. The trust is funded with your real estate along with all your bank and investment accounts and your personal property has been assigned over to the trust. What about your beneficiary designated accounts? Your life insurance? Your retirement accounts? Do you name your trust as Continue Reading →

5 Reasons to be thankful for your parents’ trust

A last will is one of the most well-known estate planning documents, and yes, everyone should have one. But if a last will is the only document in your parents’ estate plan, you’ll be in for a (not so great) surprise when they pass. If your parents leave a living trust instead, count yourself lucky—everything will be much easier for you. Here Continue Reading →

10 Tips for choosing the best guardian

You’re a parent of minor children—do you know what would happen to your children if something happened to you? Maybe one of your siblings would step in or perhaps an aging parent. Maybe you were rushing to get out of town last year and sent a quick email to a friend or family member saying who you’d want as guardian Continue Reading →